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Name Holding Trade Value Shares
Change
Change in
Stake
AR
726
Advisory Research
Illinois
$268K +$253K +2,489 New
RA
727
Rational Advisors
New York
$262K -$91.6K -900 -27%
CG
728
Caprock Group
Idaho
$262K -$5.09K -50 -2%
LPIC
729
LeJeune Puetz Investment Counsel
Michigan
$262K
BOTW
730
Bank of the West
California
$258K
PBT
731
Pictet Bank & Trust
Bahamas
$256K -$1.02K -10 -0.4%
CCM
732
Coldstream Capital Management
Washington
$253K
PTC
733
Private Trust Company
Ohio
$253K +$240K +2,354 New
SAM
734
Silvercrest Asset Management
New York
$252K -$16K -157 -6%
DHFB
735
Dixon Hubard Feinour & Brown
Virginia
$250K
RIL
736
Rothschild Investment LLC
Illinois
$250K +$236K +2,320 New
GIA
737
GHP Investment Advisors
Colorado
$248K
CM
738
Castleark Management
Illinois
$247K
GA
739
Gateway Advisory
New Jersey
$244K +$224K +2,200 New
KFS
740
Kissinger Financial Services
Maryland
$244K +$230K +2,258 New
B
741
Bridgeworth
Alabama
$241K -$50.9K -500 -18%
CAW
742
Cornerstone Advisors (Washington)
Washington
$240K -$2.04K -20 -0.9%
ACI
743
Alpha Cubed Investments
California
$237K -$37.7K -370 -14%
CONA
744
Capital One National Association
New York
$236K +$223K +2,187 New
FHA
745
Flagship Harbor Advisors
Massachusetts
$235K +$223K +2,196 New
CCA
746
Clearwater Capital Advisors
Illinois
$234K +$221K +2,176 New
Lido Advisors
747
Lido Advisors
California
$229K +$199K +1,956 New
CG
748
CFO4Life Group
Texas
$229K +$216K +2,127 New
LWCFA
749
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$221K -$5.6K -55 -3%
BFA
750
Bragg Financial Advisors
North Carolina
$218K +$206K +2,023 New