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Name Holding Trade Value Shares
Change
Change in
Stake
Miracle Mile Advisors
651
Miracle Mile Advisors
California
$906K -$30.5K -533 -3%
Panagora Asset Management
652
Panagora Asset Management
Massachusetts
$905K -$1.7M -29,691 -64%
Johnson Investment Counsel
653
Johnson Investment Counsel
Ohio
$903K +$133K +2,336 +16%
EFMC
654
Empire Financial Management Company
New York
$896K -$55.1K -965 -5%
UB
655
Umpqua Bank
Oregon
$886K +$74.6K +1,305 +8%
ASBI
656
American State Bank (Iowa)
Iowa
$884K +$11.8K +206 +1%
Perigon Wealth Management
657
Perigon Wealth Management
California
$881K +$11.1K +195 +1%
BFA
658
Beacon Financial Advisory
Ohio
$880K +$119K +2,078 +14%
EP Wealth Advisors
659
EP Wealth Advisors
California
$879K -$11.6K -203 -1%
RWB
660
RMR Wealth Builders
New Jersey
$875K -$70.7K -1,238 -7%
Valeo Financial Advisors
661
Valeo Financial Advisors
Indiana
$867K -$15.3K -267 -2%
SignatureFD
662
SignatureFD
Georgia
$865K -$800 -14 -0.1%
Freestone Capital Holdings
663
Freestone Capital Holdings
Washington
$864K +$11.7K +204 +1%
SSB
664
Sandy Spring Bank
Maryland
$857K -$53.4K -935 -5%
PGGM Investments
665
PGGM Investments
Netherlands
$855K +$756K +13,238 +460%
EM
666
Excalibur Management
Massachusetts
$852K +$16.1K +282 +2%
BFWM
667
Bright Futures Wealth Management
New York
$850K -$11.8K -207 -1%
HWA
668
Heartwood Wealth Advisors
Virginia
$844K +$19.8K +347 +2%
BCV
669
Banque Cantonale Vaudoise
Switzerland
$844K -$1.13M -19,782 -55%
Mather Group
670
Mather Group
Illinois
$843K +$365K +6,383 +78%
LIM
671
Longfellow Investment Management
Massachusetts
$840K +$6.23K +109 +0.7%
QWM
672
Quadcap Wealth Management
Texas
$838K -$16.1K -282 -2%
Focus Financial Network
673
Focus Financial Network
Minnesota
$838K +$19.4K +339 +2%
TCOV
674
Trust Company of Vermont
Vermont
$833K -$515K -9,017 -36%
Global Retirement Partners
675
Global Retirement Partners
California
$831K -$400 -7 -0%