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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
101
Nelson Capital Management
California
$77K
BCI
102
Brinker Capital Investments
Pennsylvania
$76K +$63.5K +20,754 New
CG
103
Caprock Group
Idaho
$70K -$17.3K -5,659 -23%
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.1K -$532K -174,073 -90%
CAM
105
Cresset Asset Management
Illinois
$62K -$11K -3,595 -17%
CCA
106
Checchi Capital Advisers
California
$62K -$10K -3,272 -16%
AP
107
Adero Partners
California
$61K -$46.6K -15,254 -48%
CGL
108
Clarius Group LLC
Washington
$61K -$12 -4 -0%
TC
109
TownSquare Capital
Utah
$60K
CL
110
CPWM LLC
Washington
$58K
SYBT
111
Stock Yards Bank & Trust
Kentucky
$57K -$10.4K -3,415 -18%
EI
112
Ellevest Inc
New York
$53K +$835 +273 +2%
FWCM
113
Ferguson Wellman Capital Management
Oregon
$48K
LC
114
Lindbrook Capital
California
$48K +$4.73K +1,546 +13%
BSW
115
Buckingham Strategic Wealth
Missouri
$48K +$40.1K +13,114 New
PAG
116
Private Advisor Group
New Jersey
$47K +$38.8K +12,690 New
RFN
117
RDA Financial Network
Iowa
$46K -$2.55K -834 -6%
JWA
118
JFS Wealth Advisors
Pennsylvania
$45K
RJFSA
119
Raymond James Financial Services Advisors
Florida
$44K -$363K -118,652 -91%
DADC
120
D.A. Davidson & Co
Montana
$44K -$25.7K -8,399 -41%
SAM
121
Silvercrest Asset Management
New York
$43K
WA
122
Wealth Architects
California
$41K -$25.1K -8,210 -42%
FIM
123
Fruth Investment Management
Texas
$39K
PA
124
Parallel Advisors
California
$36K -$14.8K -4,844 -33%
LWCFA
125
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K