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Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
501
Clifford Swan Investment Counsel
California
$174M -$2.05M -8,715 -1%
SPC
502
Sigma Planning Corp
Michigan
$174M -$3.7M -15,705 -2%
MYIA
503
Mount Yale Investment Advisors
Colorado
$173M -$29.1M -123,468 -15%
WA
504
Waverly Advisors
Alabama
$170M +$29.5M +125,304 +23%
CM
505
Castleark Management
Illinois
$170M +$23M +97,730 +17%
DWM
506
Dakota Wealth Management
Florida
$168M -$3.83M -16,262 -2%
BRWA
507
B. Riley Wealth Advisors
Florida
$167M -$17.2M -73,026 -10%
ETC
508
Exchange Traded Concepts
Oklahoma
$166M +$61.3M +260,271 +64%
NIM
509
Northeast Investment Management
Massachusetts
$166M -$1.84M -7,806 -1%
CIC
510
Carnegie Investment Counsel
Ohio
$166M +$3.26M +13,844 +2%
BCM
511
Becker Capital Management
Oregon
$166M -$1.79M -7,586 -1%
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$166M -$10.6M -45,082 -6%
VCP
513
Verus Capital Partners
Arizona
$166M -$894K -3,795 -0.6%
ACM
514
Argent Capital Management
Missouri
$165M -$3.35M -14,230 -2%
SCTC
515
Sanibel Captiva Trust Company
Florida
$165M -$3.35M -14,209 -2%
CA
516
Cullinan Associates
Kentucky
$164M -$23M -97,556 -13%
FAB
517
First American Bank
Illinois
$164M -$1.64M -6,976 -1%
DT
518
Diversified Trust
Tennessee
$164M +$11.6M +49,309 +8%
SCM
519
Sterling Capital Management
North Carolina
$164M +$6.35M +26,932 +4%
BAAM
520
Baker Avenue Asset Management
California
$163M +$31M +131,537 +25%
ACI
521
Alpha Cubed Investments
California
$163M -$2.87M -12,167 -2%
OIA
522
OneDigital Investment Advisors
Kansas
$163M -$8.44M -35,833 -5%
HC
523
Henshaw Capital
Massachusetts
$161M
MGIA
524
Moneta Group Investment Advisors
Missouri
$160M +$2.19M +9,297 +1%
ABC
525
Associated Banc-Corp
Wisconsin
$159M -$5.99M -25,411 -4%