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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
426
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$873K -$25.4K -155 -3%
CPA
427
Capital Planning Advisors
California
$869K -$6.07K -37 -0.7%
AP
428
Advisor Partners
California
$854K -$71.4K -435 -7%
BCWM
429
Bartlett & Co Wealth Management
Ohio
$847K +$55K +335 +7%
BC
430
Bartlett & Co
Ohio
$847K +$55K +335 +7%
NRS
431
Neville Rodie & Shaw
New York
$845K – – –
OWP
432
Obermeyer Wealth Partners
Colorado
$835K – – –
WB
433
WesBanco Bank
West Virginia
$824K -$41K -250 -5%
TCOV
434
Trust Company of Vermont
Vermont
$824K -$25.8K -157 -3%
ECM
435
Everence Capital Management
Indiana
$824K – – –
AssetMark Inc
436
AssetMark Inc
California
$823K -$50.4M -307,483 -98%
PRC
437
Pearl River Capital
Michigan
$823K -$807K -4,918 -48%
BWP
438
BSW Wealth Partners
Colorado
$822K +$75.6K +461 +10%
EMG
439
ETF Managers Group
New Jersey
$819K +$16.1K +98 +2%
FLPIM
440
F.L. Putnam Investment Management
Massachusetts
$814K -$134K -817 -14%
RWA
441
Ropes Wealth Advisors
Massachusetts
$813K -$243K -1,484 -22%
CPC
442
Congress Park Capital
New York
$812K – – –
PGFC
443
Peapack-Gladstone Financial Corp
New Jersey
$805K -$18K -110 -2%
ESB
444
Essex Savings Bank
Connecticut
$802K -$6.73K -41 -0.8%
SAM
445
Shell Asset Management
Netherlands
$799K +$45.9K +280 +6%
Kayne Anderson Rudnick Investment Management
446
Kayne Anderson Rudnick Investment Management
California
$785K – – –
NSEDCP
447
NJ State Employees Deferred Compensation Plan
New Jersey
$785K – – –
FA
448
FDx Advisors
Illinois
$769K -$42.7K -260 -5%
VA
449
Valmark Advisers
Ohio
$756K – – –
DI
450
Diligent Investors
California
$755K – – –