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Name Holding Trade Value Shares
Change
Change in
Stake
GM
501
GeoWealth Management
Illinois
$799K -$57.9K -831 -6%
EF
502
Empirical Finance
Pennsylvania
$786K -$1.04K -15 -0.1%
AG
503
Ascent Group
Virginia
$782K +$52.1K +748 +6%
NMIMC
504
Northwestern Mutual Investment Management Company
Wisconsin
$773K -$10.2K -147 -1%
SWA
505
Sax Wealth Advisors
New Jersey
$772K -$202K -2,900 -20%
IMC Chicago
506
IMC Chicago
Illinois
$762K -$693K -9,957 -45%
LNWTC
507
Laird Norton Wetherby Trust Company
Washington
$758K -$120K -1,718 -12%
MC
508
Machina Capital
France
$754K -$472K -6,784 -36%
ET
509
Equitable Trust
Tennessee
$753K +$6.62K +95 +0.8%
VI
510
Vestcor Inc
New Brunswick, Canada
$752K +$248K +3,561 +42%
VA
511
Vident Advisory
Georgia
$741K +$331K +4,751 +67%
Vontobel Holding
512
Vontobel Holding
Switzerland
$737K -$46.9K -674 -5%
PIM
513
Plato Investment Management
Australia
$734K -$187K -2,683 -19%
FPAS
514
Focus Partners Advisor Solutions
Missouri
$729K -$103K -1,472 -11%
MFG
515
Merit Financial Group
Georgia
$723K -$60.2K -865 -7%
BA
516
Bridgewater Advisors
New York
$721K -$2.72K -39 -0.3%
CCM
517
Coldstream Capital Management
Washington
$701K +$371K +5,332 +91%
MGP
518
Metis Global Partners
California
$694K -$98.9K -1,420 -11%
EWM
519
EPG Wealth Management
Georgia
$689K +$764K +10,974 New
PG
520
Proffitt & Goodson
Tennessee
$687K +$2.85K +41 +0.4%
MCA
521
Magnolia Capital Advisors
Mississippi
$675K +$33.8K +485 +5%
MSA
522
MUFG Securities Americas
New York
$669K +$9.89K +142 +1%
HSA
523
Hussman Strategic Advisors
Maryland
$659K -$2.19M -31,500 -75%
SAM
524
Securian Asset Management
Minnesota
$656K -$11.5K -165 -2%
LOAMS
525
Lombard Odier Asset Management (Switzerland)
Switzerland
$654K -$250K -3,588 -26%