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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
726
SVB Wealth
Massachusetts
$4.38M -$512K -12,972 -10%
VCP
727
Verus Capital Partners
Arizona
$4.38M +$534K +13,544 +14%
JFG
728
Jefferies Financial Group
New York
$4.37M +$4.43M +112,430 New
LMIM
729
Lockheed Martin Investment Management
Maryland
$4.36M -$7.79M -197,570 -64%
BIM
730
Bullseye Investment Management
Ohio
$4.35M +$1.55M +39,277 +54%
WC
731
Woodstock Corp
Massachusetts
$4.34M -$15.8K -400 -0.4%
HH
732
Hilltop Holdings
Texas
$4.34M +$509K +12,897 +13%
AIM
733
Anchor Investment Management
South Carolina
$4.33M +$119K +3,017 +3%
NC
734
NewSquare Capital
Pennsylvania
$4.31M +$449K +11,386 +11%
AM
735
Atwater Malick
Pennsylvania
$4.31M +$263K +6,657 +6%
BMCM
736
Bryn Mawr Capital Management
Pennsylvania
$4.3M -$59.5K -1,510 -1%
AWP
737
Ascent Wealth Partners
New York
$4.28M +$108K +2,736 +3%
N
738
Natixis
France
$4.26M -$30.6M -776,151 -88%
SBH
739
Segall Bryant & Hamill
Illinois
$4.25M -$244K -6,187 -5%
BWM
740
BerganKDV Wealth Management
Minnesota
$4.24M +$472K +11,965 +12%
WHG
741
Westwood Holdings Group
Texas
$4.24M +$660K +16,734 +18%
TCM
742
Telos Capital Management
California
$4.23M +$51.1K +1,296 +1%
WPIC
743
White Pine Investment Company
Michigan
$4.23M +$107K +2,724 +3%
LOAME
744
Lombard Odier Asset Management (Europe)
United Kingdom
$4.22M -$295K -7,490 -6%
PNC
745
Park National Corp
Ohio
$4.22M -$685K -17,376 -14%
CAM
746
Columbia Asset Management
Michigan
$4.21M +$555K +14,065 +15%
BSW
747
Buckingham Strategic Wealth
Missouri
$4.2M – – –
PMG
748
ProVise Management Group
Florida
$4.19M +$368K +9,337 +9%
AF
749
Allworth Financial
California
$4.19M +$552K +14,001 +15%
MNBTD
750
Moody National Bank Trust Division
Texas
$4.18M -$107K -2,723 -2%
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