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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
751
Edmond de Rothschild Holding
Switzerland
$343K
CI
752
Cigna Investments
Connecticut
$342K -$17.8K -251 -5%
MSRI
753
Michael S. Ryan Inc
New York
$342K +$39.8K +561 +14%
TCM
754
Traub Capital Management
Massachusetts
$342K +$325K +4,593 New
CIC
755
Carnegie Investment Counsel
Ohio
$341K -$276K -3,890 -46%
Empower Advisory Group
756
Empower Advisory Group
Colorado
$340K +$10.8K +153 +3%
FCH
757
Freestone Capital Holdings
Washington
$339K -$30K -424 -9%
DSC
758
Duncker Streett & Co
Missouri
$339K
A
759
AlphaQuest
New York
$338K -$12K -169 -4%
HAM
760
Hickory Asset Management
Ohio
$335K +$1.13K +16 +0.4%
MG
761
Mather Group
Illinois
$334K +$96.2K +1,357 +43%
BC
762
Belmont Capital
California
$334K
LA
763
LVW Advisors
New York
$334K -$8.79K -124 -3%
RI
764
Ridgewood Investments
New Jersey
$332K -$51.4K -725 -14%
EWA
765
EverSource Wealth Advisors
Alabama
$332K +$56K +790 +22%
CGL
766
Clarius Group LLC
Washington
$330K -$19.6K -277 -6%
DC
767
Davenport & Co
Virginia
$330K -$20K -282 -6%
FPAS
768
Focus Partners Advisor Solutions
Missouri
$329K +$314K +4,426 New
AWA
769
Aaron Wealth Advisors
Illinois
$328K +$4.46K +63 +1%
GIA
770
Gateway Investment Advisers
Ohio
$328K -$8.43K -119 -3%
GD
771
Grandfield & Dodd
New York
$327K +$1.77K +25 +0.6%
AIP
772
Ameritas Investment Partners
Nebraska
$324K -$22.4K -316 -7%
ST
773
Smithfield Trust
Pennsylvania
$323K
FFM
774
Forum Financial Management
Illinois
$322K -$27.6K -390 -8%
HAS
775
HBW Advisory Services
California
$321K +$2.48K +35 +0.8%