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Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
551
Wellington Management Group
Massachusetts
$461K -$1.41M -31,835 -76%
HIM
552
Hillsdale Investment Management
Ontario, Canada
$460K
MWM
553
Modera Wealth Management
New Jersey
$456K +$453K +10,201 New
ASN
554
Advisory Services Network
Georgia
$455K -$122K -2,750 -21%
HWM
555
HB Wealth Management
Georgia
$455K +$14.7K +330 +3%
RGC
556
Roberts, Glore & Co
Illinois
$455K
CWM
557
Chemistry Wealth Management
New York
$452K +$7.99K +180 +2%
AIA
558
AIMZ Investment Advisors
California
$439K +$89 +2 +0%
VFA
559
Voya Financial Advisors
Connecticut
$436K +$9.41K +212 +2%
BJL
560
Brighton Jones LLC
Washington
$433K -$38.8K -875 -8%
CGL
561
Clarius Group LLC
Washington
$433K +$11K +247 +3%
PA
562
Parallel Advisors
California
$432K +$31.7K +713 +8%
QT
563
Quantbot Technologies
New York
$425K -$1.87M -42,177 -82%
PI
564
PEAK6 Investments
Illinois
$424K -$81.5K -1,836 -16%
CCM
565
Coldstream Capital Management
Washington
$423K -$6.04K -136 -1%
CCA
566
Checchi Capital Advisers
California
$422K +$843 +19 +0.2%
WPC
567
White Pine Capital
Minnesota
$422K -$9.14K -206 -2%
GIA
568
Gateway Investment Advisers
Ohio
$421K -$56.4K -1,270 -12%
BFS
569
Bradley Foster & Sargent
Connecticut
$415K -$11.1K -250 -3%
CK
570
Cohen Klingenstein
New York
$411K
WPC
571
Wedmont Private Capital
Pennsylvania
$411K +$44.3K +998 +13%
SFCL
572
Strengthening Families & Communities LLC
Massachusetts
$408K +$64.7K +1,458 +19%
DACG
573
Donor Advised Charitable Giving
California
$408K
AI
574
AdvisorShares Investments
Maryland
$407K +$404K +9,098 New
JWCA
575
J.W. Coons Advisors
Ohio
$405K -$40K -900 -9%