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Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
501
Global Trust Asset Management
Florida
$331K +$349K +5,521 New
SHGA
502
Sand Hill Global Advisors
California
$330K
HB
503
Homrich & Berg
Georgia
$330K +$348K +5,505 New
Lazard Asset Management
504
Lazard Asset Management
New York
$329K +$69.5K +1,100 +25%
WP
505
WealthSource Partners
California
$325K +$342K +5,413 New
LS
506
Livforsakringsbolaget Skandia
Sweden
$321K -$88.5K -1,400 -21%
AT
507
Argent Trust
Texas
$318K +$29.4K +465 +10%
CIC
508
Carnegie Investment Counsel
Ohio
$318K +$380K +6,004 New
CWS
509
Cypress Wealth Services
California
$313K +$330K +5,213 New
WB
510
Webster Bank
Connecticut
$312K
FNBT
511
FineMark National Bank & Trust
Florida
$311K -$632 -10 -0.2%
GRP
512
Global Retirement Partners
California
$307K +$23.1K +366 +8%
FI
513
FormulaFolio Investments
Michigan
$302K +$8.22K +130 +3%
CPA
514
Clear Perspective Advisors
Illinois
$300K -$173K -2,733 -35%
DS
515
DRW Securities
Illinois
$300K +$316K +4,992 New
Balyasny Asset Management
516
Balyasny Asset Management
Illinois
$297K -$3.58M -56,634 -92%
IH
517
IFC Holdings
Florida
$297K +$18.4K +291 +6%
CCP
518
Corient Capital Partners
California
$296K -$8.72K -138 -3%
BHWM
519
Bar Harbor Wealth Management
New Hampshire
$293K -$20.7K -327 -6%
OFW
520
Omnia Family Wealth
Florida
$288K +$5.06K +80 +2%
CS
521
Comerica Securities
Michigan
$287K +$28.8K +455 +11%
Westfield Capital Management
522
Westfield Capital Management
Massachusetts
$283K
Jones Financial Companies
523
Jones Financial Companies
Missouri
$279K -$34.5K -546 -11%
HAG
524
HighPoint Advisor Group
Illinois
$278K -$48.5K -767 -12%
ASN
525
Advisory Services Network
Georgia
$273K +$22.2K +351 +8%