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Name Holding Trade Value Shares
Change
Change in
Stake
HMS
526
Hanseatic Management Services
New Mexico
$206K -$491K -22,335 -66%
BA
527
Bristlecone Advisors
Washington
$205K +$36.3K +1,650 +17%
CA
528
Calton & Associates
Florida
$205K +$164K +7,440 +180%
SFG
529
SNS Financial Group
Minnesota
$204K
RG
530
Rikoon Group
New Mexico
$203K +$7.26K +330 +3%
IWA
531
Inspirion Wealth Advisors
Illinois
$202K
DAS
532
Dynamic Advisor Solutions
Arizona
$201K +$249K +11,310 New
SGCA
533
Steel Grove Capital Advisors
Tennessee
$200K
QI
534
QS Investors
New York
$193K +$660 +30 +0.3%
MUS
535
Mitsubishi UFJ Securities
Japan
$186K -$330K -15,000 -59%
FMLI
536
Fukoku Mutual Life Insurance
Japan
$186K
OIA
537
OneDigital Investment Advisors
Kansas
$185K +$6.6K +300 +3%
SWM
538
SeaCrest Wealth Management
New York
$184K -$63K -2,865 -22%
Lazard Asset Management
539
Lazard Asset Management
New York
$183K +$227K +10,335 New
WTB
540
Washington Trust Bank
Washington
$178K -$1.32K -60 -0.6%
GAM
541
Gemmer Asset Management
California
$170K +$9.57K +435 +5%
AIM
542
Anchor Investment Management
South Carolina
$166K -$20.5K -930 -9%
SF
543
Synovus Financial
Georgia
$163K -$28K -1,275 -12%
LIA
544
LS Investment Advisors
Michigan
$162K +$21.4K +975 +12%
DWA
545
Divergent Wealth Advisors
Utah
$160K +$198K +9,000 New
MA
546
MYDA Advisors
New York
$160K +$198K +9,000 New
BBHC
547
Brown Brothers Harriman & Co
New York
$156K -$77.9K -3,540 -29%
PFM
548
Premier Fund Managers
United Kingdom
$155K -$297K -13,500 -60%
WWMSC
549
Wagner Wealth Management (South Carolina)
South Carolina
$152K +$188K +8,550 New
CAM
550
CenterStar Asset Management
Illinois
$150K