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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Stratos Wealth Partners
Ohio
$562K -$75.7K -2,775 -11%
CAM
302
Columbia Asset Management
Michigan
$557K +$36.8K +1,350 +6%
LMGAM
303
Liberty Mutual Group Asset Management
Massachusetts
$554K +$621K +22,769 New
WAM
304
Wealthspire Advisors (Maryland)
Maryland
$551K -$19.7K -722 -3%
CS
305
Comerica Securities
Michigan
$547K +$18.4K +674 +3%
WIA
306
Wealthstreet Investment Advisors
Texas
$543K
CBU
307
CIBC Bank USA
Illinois
$539K +$12.7K +467 +2%
PAS
308
Park Avenue Securities
New York
$534K +$302K +11,056 +101%
BEAM
309
Baker Ellis Asset Management
Washington
$530K -$581K -21,281 -49%
VFA
310
Valeo Financial Advisors
Indiana
$530K +$25.2K +924 +4%
D.E. Shaw & Co
311
D.E. Shaw & Co
New York
$527K -$7.93M -290,693 -93%
Cerity Partners
312
Cerity Partners
New York
$523K +$141K +5,176 +32%
RFC
313
Regions Financial Corp
Alabama
$522K +$18.7K +687 +3%
CF
314
Centaurus Financial
California
$517K +$433K +15,859 +293%
ACH
315
ArrowMark Colorado Holdings
Colorado
$510K -$54.6K -2,000 -9%
CB
316
Commerce Bank
Missouri
$504K -$30.1K -1,103 -5%
PFSC
317
Peoples Financial Services Corp
Pennsylvania
$504K -$2.73K -100 -0.5%
AF
318
Allworth Financial
California
$503K +$31.9K +1,169 +6%
HI
319
Harrington Investments
California
$501K +$8.4K +308 +2%
CCM
320
Compton Capital Management
Rhode Island
$498K -$1.47K -54 -0.3%
CCA
321
Cobblestone Capital Advisors
New York
$497K -$33.3K -1,221 -6%
BFIM
322
Beese Fulmer Investment Management
Ohio
$497K -$17.1K -627 -3%
RHBC
323
R.H. Bluestein & Co
Michigan
$486K -$136K -5,000 -20%
PSUF
324
People's United Financial
Connecticut
$480K +$3.98K +146 +0.7%
EWF
325
Epstein & White Financial
California
$479K -$44.5K -1,632 -8%