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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
601
Voya Financial Advisors
Connecticut
$667K -$14.1K -197 -2%
SLF
602
Sun Life Financial
Ontario, Canada
$662K +$160K +2,232 +31%
IDBONY
603
Israel Discount Bank of New York
New York
$660K +$679K +9,479 New
WA1
604
Wimmer Associates 1
California
$659K +$15.4K +215 +2%
BJL
605
Brighton Jones LLC
Washington
$658K -$5.02K -70 -0.7%
JGGDR
606
JGP Global Gestao de Recursos
Brazil
$658K +$144K +2,012 +27%
QAM
607
Q3 Asset Management
Michigan
$658K +$671K +9,366 New
SNT
608
Security National Trust
West Virginia
$654K
CCP
609
Corient Capital Partners
California
$646K +$49K +684 +8%
CK
610
Cohen Klingenstein
New York
$641K
CCA
611
Checchi Capital Advisers
California
$634K +$2.01K +28 +0.3%
AIA
612
Affinity Investment Advisors
California
$633K -$1.46M -20,330 -69%
MAFM
613
Mid Atlantic Financial Management
Pennsylvania
$633K +$287K +4,000 +79%
NC
614
NovaPoint Capital
Georgia
$617K +$635K +8,856 New
CA
615
Crumly & Associates
Illinois
$615K +$108K +1,510 +21%
TNA
616
True North Advisors
Texas
$606K
EF
617
Empirical Finance
Pennsylvania
$603K +$32K +447 +5%
BPA
618
Beacon Pointe Advisors
California
$602K -$62.9K -877 -9%
DSC
619
Duncker Streett & Co
Missouri
$600K
MMPW
620
Mitchell McLeod Pugh & Williams
Alabama
$600K
CGL
621
Clarius Group LLC
Washington
$598K +$11.2K +156 +2%
OPCM
622
Osborne Partners Capital Management
California
$596K -$57.7K -805 -9%
Fisher Asset Management
623
Fisher Asset Management
Washington
$589K +$16.7K +233 +3%
GVAG
624
Great Valley Advisor Group
Delaware
$586K +$90.3K +1,260 +18%
SAI
625
Systematic Alpha Investments
New Jersey
$582K +$543K +7,580 New