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Name Holding Trade Value Shares
Change
Change in
Stake
GI
601
Gradient Investments
Minnesota
$770K
EWA
602
Exencial Wealth Advisors
Oklahoma
$769K -$56.7K -960 -6%
GAAM
603
Guinness Atkinson Asset Management
California
$762K
DSC
604
Duncker Streett & Co
Missouri
$760K
FFM
605
Forum Financial Management
Illinois
$747K +$5.19K +88 +0.7%
ZIM
606
Zacks Investment Management
Illinois
$745K +$309K +5,239 +64%
MAM
607
Meeder Asset Management
Ohio
$738K -$852K -14,442 -52%
GGI
608
Godsey & Gibb Inc
Virginia
$727K
DAC
609
Dividend Assets Capital
South Carolina
$724K -$83.2K -1,410 -10%
MGP
610
Metis Global Partners
California
$723K +$195K +3,309 +34%
AWM
611
Abound Wealth Management
Tennessee
$723K -$22K -372 -3%
EF
612
Empirical Finance
Pennsylvania
$722K +$38.1K +646 +5%
BP
613
Ballentine Partners
Massachusetts
$721K -$80.4K -1,362 -9%
GT
614
Greenleaf Trust
Michigan
$719K -$138K -2,330 -15%
LWAC
615
Laurel Wealth Advisors (California)
California
$716K -$10.9K -185 -1%
KIC
616
Keating Investment Counselors
Florida
$711K -$17.7K -300 -2%
CWS
617
Confluence Wealth Services
Pennsylvania
$705K +$12.3K +208 +2%
LFAS
618
Level Four Advisory Services
Texas
$702K -$20.1K -341 -3%
IC
619
IEQ Capital
California
$696K +$53.2K +902 +8%
VAS
620
Vestmark Advisory Solutions
Massachusetts
$694K +$306K +5,186 +70%
O
621
Ossiam
France
$680K -$7.58M -128,394 -91%
CT
622
Caldwell Trust
Florida
$680K -$70.8K -1,200 -9%
BCV
623
Banque Cantonale Vaudoise
Switzerland
$679K -$142K -2,400 -16%
Koshinski Asset Management
624
Koshinski Asset Management
Illinois
$679K -$3.48K -59 -0.5%
JWCA
625
J.W. Coons Advisors
Ohio
$670K -$98.2K -1,664 -12%