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Name Holding Trade Value Shares
Change
Change in
Stake
WA
476
Wealth Alliance
New York
$342K -$29.9K -98 -9%
SP
477
Symmetry Partners
Connecticut
$341K +$318K +1,042 New
CFA
478
Carroll Financial Associates
North Carolina
$339K
BFO
479
Boston Family Office
Massachusetts
$338K
SFS
480
Sowell Financial Services
Arkansas
$337K -$44.9K -147 -13%
FIM
481
Fernwood Investment Management
Massachusetts
$336K
SCA
482
Spearhead Capital Advisors
Florida
$334K +$71.7K +235 +30%
GT
483
Greenleaf Trust
Michigan
$332K +$14.3K +47 +5%
Neuberger Berman Group
484
Neuberger Berman Group
New York
$332K +$333K +1,092 New
CI
485
Conning Inc
Connecticut
$329K +$7.63K +25 +3%
SWA
486
SFMG Wealth Advisors
Texas
$327K
YMRC
487
Yorktown Management & Research Company
Virginia
$327K
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$326K +$2.75K +9 +0.9%
CI Investments Inc
489
CI Investments Inc
Ontario, Canada
$325K +$303K +992 New
KeyBank National Association
490
KeyBank National Association
Ohio
$323K -$69.6K -228 -19%
SW
491
SkyOak Wealth
Michigan
$322K -$42.1K -138 -12%
JIC
492
Johnson Investment Counsel
Ohio
$321K -$13.7K -45 -4%
CLOS
493
Compagnie Lombard Odier SCmA
Switzerland
$321K
CFSG
494
Community Financial Services Group
Vermont
$318K +$296K +970 New
VIA
495
Vident Investment Advisory
Georgia
$315K -$1.22M -3,991 -81%
B
496
Bellecapital
Switzerland
$314K +$7.63K +25 +3%
IIM
497
Ironwood Investment Management
Massachusetts
$312K
MPM
498
Meritage Portfolio Management
Kansas
$309K
VF
499
Virtu Financial
New York
$309K +$288K +945 New
MWA
500
Moser Wealth Advisors
Washington
$308K -$4.58K -15 -2%