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Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
176
AllianceBernstein
Tennessee
$160K
Brown Advisory
177
Brown Advisory
Maryland
$160K
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$160K +$90.1K +7,209 +125%
LNWWM
179
Laird Norton Wetherby Wealth Management
California
$158K -$179K -14,353 -54%
JWCA
180
J.W. Coons Advisors
Ohio
$157K
HS
181
Haafor (Singapore)
Singapore
$156K -$178K -14,265 -54%
WCM
182
Weld Capital Management
New York
$152K +$149K +11,948 New
CM
183
Caption Management
Oklahoma
$152K +$150K +12,000 New
Cerity Partners
184
Cerity Partners
New York
$144K
CT
185
Chicago Trust
Illinois
$144K
POIA
186
Pin Oak Investment Advisors
Texas
$138K
ACI
187
AMP Capital Investors
Australia
$137K +$133K +10,677 New
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$135K
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$132K +$130K +10,397 New
OIA
190
OneDigital Investment Advisors
Kansas
$129K -$3K -240 -2%
BBHC
191
Brown Brothers Harriman & Co
New York
$128K +$1.5K +120 +1%
NSIM
192
North Star Investment Management
Illinois
$122K
BCWM
193
Bartlett & Co Wealth Management
Ohio
$108K
S
194
SignatureFD
Georgia
$108K -$8.73K -699 -8%
BC
195
Bartlett & Co
Ohio
$107K
CCM
196
Covington Capital Management
California
$106K
HR
197
Howe & Rusling
New York
$99K
AF
198
Advisornet Financial
Minnesota
$89K -$62.2K -4,975 -41%
GWM
199
Geneos Wealth Management
Colorado
$86K -$27.4K -2,196 -24%
RWA
200
Ropes Wealth Advisors
Massachusetts
$86K +$84.5K +6,763 New