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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
476
Opes Wealth Management
California
$650K +$21K +209 +4%
CAM
477
Cubic Asset Management
Massachusetts
$641K +$218K +2,165 +57%
EP
478
Edgestream Partners
New Jersey
$633K +$594K +5,910 New
AIC
479
Aurora Investment Counsel
Georgia
$626K -$306K -3,041 -34%
VI
480
Vestcor Inc
New Brunswick, Canada
$623K +$237K +2,358 +68%
BOH
481
Bank of Hawaii
Hawaii
$619K -$521K -5,185 -47%
HCM
482
Harvey Capital Management
Florida
$610K – – –
GCMG
483
Gyroscope Capital Management Group
Florida
$600K +$563K +5,601 New
CRWM
484
Castle Rock Wealth Management
California
$596K +$218K +2,166 +68%
DLA
485
Douglas Lane & Associates
New York
$589K – – –
FT
486
Fiduciary Trust
Massachusetts
$588K +$171K +1,700 +45%
NEI
487
Northwest & Ethical Investments
Ontario, Canada
$584K +$548K +5,452 New
VFM
488
Vivid Financial Management
California
$581K +$265K +2,639 +95%
AWM
489
Aries Wealth Management
Maine
$578K – – –
ACA
490
Atlas Capital Advisors
Wyoming
$569K +$95K +945 +22%
WCM
491
Washington Capital Management
Washington
$562K – – –
IFS
492
Ifrah Financial Services
Arkansas
$559K +$524K +5,216 New
CI
493
Cigna Investments
Connecticut
$558K +$65.3K +650 +14%
PWM
494
PBMares Wealth Management
Virginia
$557K -$106K -1,058 -17%
DC
495
Davenport & Co
Virginia
$555K -$47.8K -475 -8%
BIAS
496
Beacon Investment Advisory Services
New Jersey
$555K -$2.92K -29 -0.6%
PIM
497
Profit Investment Management
Maryland
$551K +$116K +1,150 +29%
SP
498
Symmetry Partners
Connecticut
$549K +$39.2K +390 +8%
HPC
499
Hobart Private Capital
North Carolina
$549K +$21.2K +211 +4%
AAM
500
Advisors Asset Management
Colorado
$537K -$211K -2,096 -29%