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Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
501
Campbell & Co Investment Adviser
Maryland
$331K +$348K +5,509 New
GTAM
502
Global Trust Asset Management
Florida
$331K +$349K +5,521 New
SHGA
503
Sand Hill Global Advisors
California
$330K – – –
HB
504
Homrich & Berg
Georgia
$330K +$348K +5,505 New
Lazard Asset Management
505
Lazard Asset Management
New York
$329K +$69.5K +1,100 +25%
WP
506
WealthSource Partners
California
$325K +$342K +5,413 New
LS
507
Livforsakringsbolaget Skandia
Sweden
$321K -$88.5K -1,400 -21%
AT
508
Argent Trust
Texas
$318K +$29.4K +465 +10%
CIC
509
Carnegie Investment Counsel
Ohio
$318K +$380K +6,004 New
CWS
510
Cypress Wealth Services
California
$313K +$330K +5,213 New
WB
511
Webster Bank
Connecticut
$312K – – –
FNBT
512
FineMark National Bank & Trust
Florida
$311K -$632 -10 -0.2%
GRP
513
Global Retirement Partners
California
$307K +$23.1K +366 +8%
FI
514
FormulaFolio Investments
Michigan
$302K +$8.22K +130 +3%
CPA
515
Clear Perspective Advisors
Illinois
$300K -$173K -2,733 -35%
DS
516
DRW Securities
Illinois
$300K +$316K +4,992 New
Balyasny Asset Management
517
Balyasny Asset Management
Illinois
$297K -$3.58M -56,634 -92%
IH
518
IFC Holdings
Florida
$297K +$18.4K +291 +6%
CCP
519
Corient Capital Partners
California
$296K -$8.72K -138 -3%
BHWM
520
Bar Harbor Wealth Management
New Hampshire
$293K -$20.7K -327 -6%
OFW
521
Omnia Family Wealth
Florida
$288K +$5.06K +80 +2%
CS
522
Comerica Securities
Michigan
$287K +$28.8K +455 +11%
Westfield Capital Management
523
Westfield Capital Management
Massachusetts
$283K – – –
Jones Financial Companies
524
Jones Financial Companies
Missouri
$279K -$34.5K -546 -11%
HAG
525
HighPoint Advisor Group
Illinois
$278K -$48.5K -767 -12%