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Name Holding Trade Value Shares
Change
Change in
Stake
EI
151
Ethic Inc
New York
$875K -$79.9K -8,405 -9%
RhumbLine Advisers
152
RhumbLine Advisers
Massachusetts
$872K +$296K +31,145 +57%
Brown Advisory
153
Brown Advisory
Maryland
$868K +$75.6K +7,950 +10%
IC
154
IEQ Capital
California
$841K +$161K +16,958 +26%
DWM
155
Dynasty Wealth Management
Florida
$840K +$790K +83,086 New
BTI
156
Blue Trust Inc
Georgia
$826K +$254K +26,731 +49%
CK
157
Cohen Klingenstein
New York
$825K
M&T Bank
158
M&T Bank
New York
$816K +$52.7K +5,541 +7%
SC
159
Syon Capital
California
$807K +$64.3K +6,767 +9%
AWA
160
Arkadios Wealth Advisors
Georgia
$790K -$25.1K -2,640 -3%
TBC
161
Tweedy, Browne Co
Connecticut
$774K -$1.31K -138 -0.2%
BTWM
162
Baker Tilly Wealth Management
Wisconsin
$768K +$30.5K +3,206 +4%
QCG
163
Quadrant Capital Group
Ohio
$752K -$345K -36,261 -33%
HFO
164
Heritage Family Offices
Arizona
$723K -$67.6K -7,111 -9%
MOS
165
MGO One Seven
Ohio
$720K +$2.43K +256 +0.4%
GT
166
Glenmede Trust
Pennsylvania
$698K +$657K +69,078 New
GC
167
Guggenheim Capital
Illinois
$696K -$54.4K -5,724 -8%
LWAM
168
Legacy Wealth Asset Management
Minnesota
$680K +$1.82K +192 +0.3%
CI
169
Cambiar Investors
Colorado
$671K +$3.1K +326 +0.5%
S
170
SimplyRich
California
$670K +$2.87K +302 +0.5%
MFG
171
Merit Financial Group
Georgia
$666K +$263K +27,674 +73%
AG
172
Ascent Group
Virginia
$662K +$307K +32,260 +97%
KBG
173
Kahn Brothers Group
New York
$660K -$25.7K -2,706 -4%
OWA
174
One Wealth Advisors
California
$655K -$42.1K -4,424 -6%
FFL
175
Future Fund LLC
Illinois
$645K -$82.6K -8,694 -12%