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Name Holding Trade Value Shares
Change
Change in
Stake
AT
801
Arden Trust
Delaware
$405K -$2.28K -11 -0.5%
TGAM
802
TBH Global Asset Management
Tennessee
$405K – – –
CAM
803
Cresset Asset Management
Illinois
$405K +$45.5K +220 +12%
ETC
804
Exchange Traded Concepts
Oklahoma
$404K -$29K -140 -7%
BG
805
Bellevue Group
Switzerland
$404K – – –
TA
806
TrueWealth Advisors
Alabama
$404K +$432K +2,086 New
CAAS
807
Capital Asset Advisory Services
Michigan
$403K -$66.2K -320 -14%
AA
808
AF Advisors
California
$402K – – –
AA
809
Apriem Advisors
California
$402K +$60.6K +293 +17%
Connor, Clark & Lunn Investment Management (CC&L)
810
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$401K -$3.42M -16,542 -89%
DAS
811
Dynamic Advisor Solutions
Arizona
$401K -$54.2K -262 -12%
ACM
812
Ayrshire Capital Management
Connecticut
$401K +$29K +140 +8%
AIC
813
Ameritas Investment Company
Nebraska
$399K -$638K -3,084 -61%
FFN
814
Focus Financial Network
Minnesota
$398K +$5.79K +28 +1%
MA
815
Mutual Advisors
Nebraska
$395K -$243K -1,176 -38%
WJWM
816
Williams Jones Wealth Management
New York
$395K -$12.2K -59 -3%
CTFG
817
Capstone Triton Financial Group
Oklahoma
$395K +$404K +1,954 New
BPB
818
Badgley, Phelps & Bell
Washington
$394K +$25.2K +122 +7%
ACM
819
Allred Capital Management
Texas
$393K -$28.3K -137 -7%
CI
820
Conning Inc
Connecticut
$390K -$3.93K -19 -1%
FCBT
821
First Citizens Bank & Trust
North Carolina
$388K -$44.9K -217 -10%
PWM
822
Perigon Wealth Management
California
$387K -$41.4K -200 -9%
HWMG
823
Hurlow Wealth Management Group
Indiana
$387K – – –
HAG
824
HighPoint Advisor Group
Illinois
$384K -$12.4M -59,892 -97%
CI
825
Cavalier Investments
Georgia
$384K – – –