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Name Holding Trade Value Shares
Change
Change in
Stake
WCA
451
Westover Capital Advisors
Delaware
$625K -$41.5K -1,563 -6%
WCA
452
Windsor Creek Advisors
Vermont
$617K +$633K +23,834 New
FWCM
453
Ferguson Wellman Capital Management
Oregon
$607K +$622K +23,433 New
HI
454
Horizon Investments
North Carolina
$599K +$285K +10,741 +85%
LI
455
Leap Investments
Illinois
$599K +$614K +23,133 New
SNT
456
Security National Trust
West Virginia
$598K +$78K +2,937 +15%
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$594K
GVAG
458
Great Valley Advisor Group
Delaware
$586K +$50.5K +1,902 +9%
IAS
459
Investment Advisory Services
Texas
$585K +$600K +22,588 New
OAM
460
Optimal Asset Management
California
$580K -$1.56M -58,731 -72%
CPO
461
Cerity Partners OCIO
New York
$577K -$13.4K -504 -2%
BBA
462
BLB&B Advisors
Pennsylvania
$569K -$1.41K -53 -0.2%
CCM
463
Cadence Capital Management
Massachusetts
$562K +$58.8K +2,215 +11%
CTC
464
Central Trust Company
Missouri
$561K +$57.7K +2,173 +11%
CII
465
Capital International Inc
California
$559K +$82.1K +3,091 +17%
VIA
466
Vident Investment Advisory
Georgia
$555K -$754K -28,392 -57%
IC
467
Intersect Capital
California
$552K -$52.1K -1,963 -8%
BOH
468
Bank of Hawaii
Hawaii
$550K +$564K +21,252 New
PCM
469
Prelude Capital Management
New York
$549K +$563K +21,191 New
MYAM
470
Meiji Yasuda Asset Management
Japan
$542K +$268K +10,095 +93%
LNWWM
471
Laird Norton Wetherby Wealth Management
California
$540K +$6.69K +252 +1%
DADC
472
D.A. Davidson & Co
Montana
$538K -$134K -5,043 -20%
TCM
473
Teza Capital Management
Illinois
$528K +$541K +20,382 New
MML Investors Services
474
MML Investors Services
Massachusetts
$521K +$20K +755 +4%
WA
475
WBH Advisory
Maryland
$521K +$24.5K +923 +5%