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Name Holding Trade Value Shares
Change
Change in
Stake
WA
476
Waverly Advisors
Alabama
$462K +$93.5K +550 +23%
HCM
477
Hengehold Capital Management
Ohio
$459K +$11.4K +67 +2%
LFA
478
Laraway Financial Advisors
Minnesota
$453K
WA
479
Wealth Alliance
New York
$453K -$27.5K -162 -5%
DILIC
480
Dai-ichi Life Insurance Company
Japan
$452K
Vontobel Holding
481
Vontobel Holding
Switzerland
$444K
RHJA
482
Rice Hall James & Associates
California
$441K -$26.7K -157 -5%
KCM
483
Kathmere Capital Management
Pennsylvania
$440K +$93.3K +549 +25%
LFAS
484
Level Four Advisory Services
Texas
$439K -$5.61K -33 -1%
QCM
485
QRG Capital Management
Illinois
$435K -$1.15M -6,752 -71%
WJWM
486
Williams Jones Wealth Management
New York
$434K -$1.7K -10 -0.4%
BAM
487
Burgundy Asset Management
Ontario, Canada
$433K
CIBC Private Wealth Group
488
CIBC Private Wealth Group
Georgia
$431K -$33.8K -199 -7%
CPCP
489
Cedar Point Capital Partners
Iowa
$430K
AFCM
490
Applied Finance Capital Management
Puerto Rico
$428K -$90.2K -531 -16%
SC
491
Syon Capital
California
$427K +$141K +830 +45%
PP
492
Prudential plc
United Kingdom
$423K
UCFA
493
United Capital Financial Advisors
Texas
$420K +$10K +59 +2%
Brown Advisory
494
Brown Advisory
Maryland
$417K +$103K +606 +30%
CL
495
Choreo LLC
Illinois
$416K -$50K -294 -10%
SC
496
SummitTX Capital
Texas
$415K +$443K +2,606 New
VWM
497
Valley Wealth Managers
New Jersey
$414K +$84.5K +497 +24%
BFM
498
Boothbay Fund Management
New York
$410K +$438K +2,576 New
WPI
499
Walter Public Investments
Canada
$408K
KeyBank National Association
500
KeyBank National Association
Ohio
$403K -$26.7K -157 -6%