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Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
551
Bryn Mawr Capital Management
Pennsylvania
$413K
Vontobel Holding
552
Vontobel Holding
Switzerland
$411K -$13.3K -47 -3%
BAMF
553
BI Asset Management Fondsmaeglerselskab
Denmark
$409K -$759K -2,690 -66%
TA
554
TrueWealth Advisors
Alabama
$408K +$282 +1 +0.1%
ECM
555
Everence Capital Management
Indiana
$408K +$392K +1,390 New
LSAG
556
Lake Street Advisors Group
New Hampshire
$408K +$1.13K +4 +0.3%
CPIG
557
Chicago Partners Investment Group
Illinois
$401K +$14.9K +53 +4%
VWM
558
Venturi Wealth Management
Texas
$399K +$143K +508 +60%
AWM
559
Axxcess Wealth Management
California
$399K -$11.6K -41 -3%
SFI
560
Siemens Fonds Invest
Germany
$394K +$16.1K +57 +4%
SF
561
Summit Financial
New Jersey
$391K -$4.23K -15 -1%
AIM
562
Aigen Investment Management
New York
$390K +$375K +1,328 New
DDPIC
563
Deroy & Devereaux Private Investment Counsel
Michigan
$386K
BWA
564
Burt Wealth Advisors
Maryland
$384K
OC
565
Oppenheimer & Co
New York
$383K +$68.5K +243 +23%
AAM
566
Aureus Asset Management
Massachusetts
$382K
PWG
567
Portside Wealth Group
Utah
$381K +$40.9K +145 +13%
OAM
568
Ostrum Asset Management
France
$379K +$4.51K +16 +1%
BP
569
Ballentine Partners
Massachusetts
$373K +$26.2K +93 +8%
RP
570
Riverwater Partners
Wisconsin
$371K
MPM
571
MBB Public Markets
Illinois
$370K -$2.08M -7,360 -85%
CI
572
Cigna Investments
Connecticut
$369K -$6.21K -22 -2%
PCS
573
Personal CFO Solutions
New Jersey
$369K +$8.74K +31 +3%
AIP
574
Ameritas Investment Partners
Nebraska
$368K -$22.8K -81 -6%
LIP
575
Lighthouse Investment Partners
Florida
$368K -$2.8M -9,913 -89%