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Edison International

Name Holding Trade Value Shares
Change
Change in
Stake
SGI
526
Summit Global Investments
Utah
$414K +$217K +2,594 +100%
AWAG
527
ARS Wealth Advisors Group
Florida
$413K – – –
CA
528
Continuum Advisory
Idaho
$411K +$12.5K +150 +3%
OFG
529
OmniStar Financial Group
North Carolina
$409K -$339K -4,052 -44%
BBWA
530
Bell & Brown Wealth Advisors
California
$408K – – –
DAS
531
Dynamic Advisor Solutions
Arizona
$404K -$220K -2,634 -34%
DWM
532
Defined Wealth Management
Oregon
$404K +$334 +4 +0.1%
SCA
533
St. Clair Advisors
Ohio
$399K – – –
BC
534
Burney Company
Virginia
$399K -$1.75K -21 -0.4%
MC
535
Moors & Cabot
Massachusetts
$398K -$31.1K -372 -7%
MWM
536
Modern Wealth Management
Kansas
$396K -$34.4K -412 -8%
Lazard Asset Management
537
Lazard Asset Management
New York
$391K -$25.7K -308 -6%
QT
538
Quantbot Technologies
New York
$389K -$2.22M -26,531 -84%
ECM
539
Evergreen Capital Management
Washington
$385K -$21.7K -260 -5%
RCA
540
Riverview Capital Advisers
Massachusetts
$380K – – –
AWMM
541
Aegis Wealth Management (Maryland)
Maryland
$376K +$394K +4,710 New
LCM
542
Leisure Capital Management
California
$373K – – –
AFG
543
Atomi Financial Group
New York
$369K +$21.7K +260 +6%
MIM
544
Morningstar Investment Management
Illinois
$367K +$13K +156 +4%
Jones Financial Companies
545
Jones Financial Companies
Missouri
$367K +$163K +1,952 +74%
Vontobel Holding
546
Vontobel Holding
Switzerland
$366K +$18.1K +216 +5%
BTWM
547
Baker Tilly Wealth Management
Wisconsin
$364K -$18K -215 -4%
IPWA
548
International Private Wealth Advisors
California
$362K +$7.61K +91 +2%
RBI
549
Raiffeisen Bank International
Austria
$356K +$374K +4,476 New
P
550
&Partners
Tennessee
$356K +$59.5K +712 +19%