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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
476
Laird Norton Wetherby Wealth Management
California
$429K +$36.5K +327 +10%
PWM
477
Perigon Wealth Management
California
$426K +$1.67K +15 +0.4%
AP
478
Advisor Partners
California
$425K +$81.5K +731 +25%
CAAS
479
Capital Asset Advisory Services
Michigan
$422K -$112 -1 -0%
SF
480
Synovus Financial
Georgia
$416K +$446 +4 +0.1%
AFAS
481
Acorn Financial Advisory Services
Virginia
$411K -$1.45K -13 -0.4%
Vanguard Personalized Indexing Management
482
Vanguard Personalized Indexing Management
California
$411K +$393K +3,524 New
PA
483
Pinnacle Associates
New York
$410K +$22.3K +200 +6%
DCM
484
Dupont Capital Management
Delaware
$402K +$110K +989 +40%
PCM
485
Prelude Capital Management
New York
$397K +$380K +3,409 New
DP
486
Dearborn Partners
Illinois
$396K
FQ
487
First Quadrant
California
$394K
DCM
488
Delta Capital Management
New Jersey
$392K
MA
489
Mutual Advisors
Nebraska
$388K +$10.4K +93 +3%
CG
490
Colony Group
Massachusetts
$387K +$370K +3,321 New
CCP
491
Corient Capital Partners
California
$383K +$29.6K +265 +9%
CWA
492
Canvas Wealth Advisors
Kansas
$380K +$13.4K +120 +4%
DADC
493
D.A. Davidson & Co
Montana
$378K +$47.4K +425 +15%
CAM
494
Cresset Asset Management
Illinois
$378K +$48.7K +437 +16%
CAN
495
Cetera Advisor Networks
California
$377K +$16.8K +151 +5%
QVT
496
Quantitative Value Technologies
Kansas
$376K -$46.6K -418 -11%
GT
497
Greenleaf Trust
Michigan
$376K +$24K +215 +7%
PCM
498
Parsons Capital Management
Rhode Island
$374K
SPIA
499
Steward Partners Investment Advisory
New York
$373K -$489K -4,388 -58%
EWM
500
Evermay Wealth Management
Virginia
$372K -$104K -930 -23%