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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
726
Hartford Financial Management
Connecticut
$29K -$76.8K -2,600 -73%
EWM
727
Evercore Wealth Management
New York
$29K -$16.9K -573 -37%
VCM
728
Versant Capital Management
Arizona
$29K -$2.57K -87 -8%
GAM
729
Gemmer Asset Management
California
$29K +$10.1K +342 +54%
WIM
730
Westside Investment Management
California
$28.3K +$27.4K +929 New
RWA
731
Ropes Wealth Advisors
Massachusetts
$28K +$2.66K +90 +11%
MCM
732
McKinley Capital Management
Alaska
$28K +$27.8K +940 New
BGIM
733
Brandywine Global Investment Management
Pennsylvania
$25K -$12M -405,711 -100%
ZB
734
Zions Bancorporation
Utah
$25K +$1.18K +40 +5%
SWA
735
Sutton Wealth Advisors
Florida
$24.9K – – –
RWM
736
Raffa Wealth Management
District of Columbia
$24.6K – – –
RWG
737
Regal Wealth Group
California
$24K – – –
TWA
738
TCI Wealth Advisors
Arizona
$24K +$14.8K +500 +157%
MA
739
MCF Advisors
Kentucky
$23K – – –
SIC
740
Salem Investment Counselors
North Carolina
$23K +$2.45K +83 +12%
PWM
741
Perigon Wealth Management
California
$23K +$5.85K +198 +41%
BAM
742
Barrett Asset Management
New York
$22K – – –
SBL
743
Sargent Bickham Lagudis
Colorado
$22K – – –
WPA
744
West Paces Advisors
Georgia
$21.2K +$21.1K +713 New
NCM
745
Nelson Capital Management
California
$21K – – –
BWM
746
Baystate Wealth Management
Massachusetts
$21K +$20.7K +700 New
FPFS
747
First Personal Financial Services
North Carolina
$20K – – –
RFA
748
Reilly Financial Advisors
California
$19K – – –
HR
749
Howe & Rusling
New York
$19K +$413 +14 +2%
Loomis, Sayles & Company
750
Loomis, Sayles & Company
Massachusetts
$19K +$11.6K +392 +148%