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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
1326
Loudon Investment Management
New Hampshire
$651K – – –
CCA
1327
Checchi Capital Advisers
California
$647K -$11.1K -171 -2%
Merit Financial Group
1328
Merit Financial Group
Georgia
$643K +$16.6K +255 +3%
OFS
1329
Orrstown Financial Services
Pennsylvania
$640K +$14.5K +223 +2%
UH
1330
Unigestion Holding
Switzerland
$639K -$27.4K -421 -4%
Williams Jones Wealth Management
1331
Williams Jones Wealth Management
New York
$639K +$80.8K +1,243 +15%
VF
1332
Virtu Financial
New York
$638K -$1.19M -18,261 -66%
CTA
1333
Chesley Taft & Associates
Illinois
$638K +$138K +2,125 +29%
BMWM
1334
Brown Miller Wealth Management
Virginia
$632K +$602K +9,251 New
MAA
1335
Mraz Amerine & Associates
California
$631K -$18.2K -280 -3%
Integrated Wealth Concepts
1336
Integrated Wealth Concepts
Massachusetts
$631K +$79K +1,215 +15%
Beacon Pointe Advisors
1337
Beacon Pointe Advisors
California
$630K +$137K +2,106 +30%
CST
1338
Charles Schwab Trust
Nevada
$626K – – –
CGL
1339
Clarius Group LLC
Washington
$625K +$82.3K +1,266 +16%
Barings
1340
Barings
North Carolina
$624K -$2.73M -41,936 -82%
AIM
1341
Alhambra Investment Management
Florida
$624K +$46.3K +712 +8%
FNBTCON
1342
First National Bank & Trust Co of Newtown
Pennsylvania
$622K +$11.1K +170 +2%
BCMO
1343
Buckingham Capital Management (Ohio)
Ohio
$620K +$590K +9,075 New
KIA
1344
KCM Investment Advisors
California
$619K -$17.4K -267 -3%
Krilogy Financial
1345
Krilogy Financial
Missouri
$612K -$5.27K -81 -0.9%
TNA
1346
True North Advisors
Texas
$612K +$260 +4 +0%
Foundations Investment Advisors
1347
Foundations Investment Advisors
Arizona
$610K +$530K +8,150 New
NIC
1348
Northwest Investment Counselors
Oregon
$609K -$101K -1,559 -15%
WDA
1349
Wendell David Associates
New Hampshire
$609K -$74.3K -1,143 -11%
MMPW
1350
Mitchell McLeod Pugh & Williams
Alabama
$606K – – –