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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
651
Zions Bancorporation
Utah
$661K +$232K +2,572 +50%
CAM
652
Cresset Asset Management
Illinois
$659K +$694K +7,704 New
IIM
653
Ironwood Investment Management
Massachusetts
$636K -$20.5K -228 -3%
QSS
654
Quantitative Systematic Strategies
Florida
$632K -$242K -2,690 -27%
DWM
655
Doyle Wealth Management
Florida
$630K -$39.3K -436 -6%
PMG
656
ProVise Management Group
Florida
$630K -$3.96K -44 -0.6%
PA
657
Perennial Advisors
New York
$629K -$13.5K -150 -2%
1SB
658
1ST Source Bank
Indiana
$615K -$53.9K -598 -8%
LJHT
659
Laurie J. Hall Trustee
$612K
VWM
660
Venturi Wealth Management
Texas
$612K +$270 +3 +0%
FCH
661
Freestone Capital Holdings
Washington
$611K +$331K +3,670 +106%
ATC
662
Argent Trust Co
Tennessee
$610K +$303K +3,366 +90%
PNAA
663
Pictet North America Advisors
Switzerland
$609K
OWA
664
Outlook Wealth Advisors
Texas
$607K +$639K +7,100 New
SACTSONJ
665
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$599K
SP
666
Symmetry Partners
Connecticut
$594K +$625K +6,942 New
LFAS
667
Level Four Advisory Services
Texas
$585K -$89.3K -992 -13%
TC
668
Telemus Capital
Michigan
$574K -$453K -5,034 -43%
NA
669
NewEdge Advisors
Louisiana
$571K +$59.7K +663 +11%
GC
670
Garde Capital
Washington
$562K
BHWM
671
Bar Harbor Wealth Management
New Hampshire
$555K +$584K +6,487 New
BRWA
672
B. Riley Wealth Advisors
Florida
$551K +$268K +2,973 +86%
GKWIM
673
Gerber Kawasaki Wealth & Investment Management
California
$543K +$572K +6,354 New
LC
674
Lourd Capital
California
$535K -$16.3K -181 -3%
BWAM
675
Boyd Watterson Asset Management
Ohio
$533K +$561K +6,232 New