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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
676
Clough Capital Partners
Massachusetts
$991K – – –
SSB
677
Sandy Spring Bank
Maryland
$990K -$55.9K -1,012 -6%
HFM
678
Hartford Financial Management
Connecticut
$990K +$13.1K +237 +1%
EP Wealth Advisors
679
EP Wealth Advisors
California
$972K -$33.8K -612 -4%
Kingswood Wealth Advisors
680
Kingswood Wealth Advisors
California
$967K +$118K +2,134 +15%
Brighton Jones LLC
681
Brighton Jones LLC
Washington
$960K -$55.9K -1,012 -6%
Old National Bancorp
682
Old National Bancorp
Indiana
$955K -$2.87K -52 -0.3%
ASBI
683
American State Bank (Iowa)
Iowa
$954K -$121K -2,193 -12%
Perigon Wealth Management
684
Perigon Wealth Management
California
$950K +$46.4K +839 +5%
Valeo Financial Advisors
685
Valeo Financial Advisors
Indiana
$947K -$1.6K -29 -0.2%
SignatureFD
686
SignatureFD
Georgia
$946K +$12.9K +234 +1%
SA
687
Strategic Advisors
New York
$937K -$22.5K -408 -2%
DG
688
DMC Group
Alabama
$932K +$34.1K +617 +4%
QWM
689
Quadcap Wealth Management
Texas
$932K -$149K -2,692 -14%
Freestone Capital Holdings
690
Freestone Capital Holdings
Washington
$932K +$503K +9,102 +130%
INTECH Investment Management
691
INTECH Investment Management
Florida
$931K +$334K +6,043 +60%
Principal Securities
692
Principal Securities
Iowa
$930K +$84.3K +1,525 +10%
Gotham Asset Management
693
Gotham Asset Management
New York
$929K +$378K +6,836 +74%
Ruffer LLP
694
Ruffer LLP
United Kingdom
$925K – – –
Coldstream Capital Management
695
Coldstream Capital Management
Washington
$925K +$188K +3,409 +27%
MAM
696
Mystic Asset Management
Rhode Island
$922K -$170K -3,076 -16%
Stock Yards Bank & Trust
697
Stock Yards Bank & Trust
Kentucky
$922K -$32.6K -590 -4%
EM
698
Excalibur Management
Massachusetts
$914K +$9.56K +173 +1%
PPP
699
Private Portfolio Partners
New Jersey
$912K -$58.1K -1,052 -6%
LIM
700
Longfellow Investment Management
Massachusetts
$911K +$6.69K +121 +0.8%