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Name Holding Trade Value Shares
Change
Change in
Stake
CI
1076
Conning Inc
Connecticut
$618K
CCA
1077
Checchi Capital Advisers
California
$618K +$36.1K +204 +7%
EWA
1078
Exencial Wealth Advisors
Oklahoma
$618K +$45.5K +257 +9%
BJL
1079
Brighton Jones LLC
Washington
$617K +$60.9K +344 +12%
DAM
1080
Delta Asset Management
Tennessee
$616K -$708 -4 -0.1%
HH
1081
Hilltop Holdings
Texas
$615K -$20.7K -117 -4%
FTWA
1082
Fifth Third Wealth Advisors
Ohio
$614K -$119K -673 -18%
MBT
1083
Montecito Bank & Trust
California
$607K +$23K +130 +4%
CST
1084
Charles Schwab Trust
Nevada
$604K -$30.1K -170 -5%
OA
1085
Oxbow Advisors
Texas
$603K
IWM
1086
IHT Wealth Management
Illinois
$602K +$17.5K +99 +3%
CMI
1087
Clare Market Investments
Texas
$601K +$36.5K +206 +7%
EFSCE
1088
Enterprise Financial Services Corp (EFSC)
Missouri
$601K +$91.2K +515 +20%
GFP
1089
Gryphon Financial Partners
Ohio
$601K +$57K +322 +12%
AP
1090
Americana Partners
Texas
$599K -$185K -1,046 -26%
CIM
1091
CIM Investment Management
Pennsylvania
$595K
PAM
1092
Pegasus Asset Management
New York
$592K -$108K -610 -17%
UM
1093
Ulysses Management
New York
$592K +$531K +3,000 New
BG
1094
Bollard Group
Massachusetts
$592K
AI
1095
Accredited Investors
Minnesota
$591K
ACA
1096
Aptus Capital Advisors
Alabama
$590K -$21.6K -122 -4%
M
1097
Mirova
France
$589K +$529K +2,986 New
CA
1098
Clearstead Advisors
Ohio
$589K +$8.67K +49 +2%
FAIM
1099
Financial Advocates Investment Management
Washington
$586K +$5.13K +29 +1%
RCAG
1100
Rehmann Capital Advisory Group
Michigan
$582K -$8.67K -49 -2%