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Name Holding Trade Value Shares
Change
Change in
Stake
ESCM
376
Echo Street Capital Management
New York
$952K +$745K +2,572 +410%
AC
377
Allstate Corporation
Illinois
$946K +$37.1K +128 +4%
BMCM
378
Bryn Mawr Capital Management
Pennsylvania
$940K +$915K +3,161 New
MWM
379
MorganRosel Wealth Management
Colorado
$939K +$914K +3,157 New
HI
380
Human Investing
Oregon
$934K +$909K +3,139 New
CA
381
Cornerstone Advisory
Maryland
$921K -$75K -259 -8%
IFWM
382
Institute for Wealth Management
Colorado
$902K – – –
HPC
383
HM Payson & Co
Maine
$898K -$24.3K -84 -3%
OWA
384
One Wealth Advisors
California
$897K +$162K +559 +23%
NL
385
NVWM LLC
Pennsylvania
$893K -$7.24K -25 -0.8%
CRC
386
Curi RMB Capital
Illinois
$892K – – –
CCMINC
387
Cardinal Capital Management Inc (North Carolina)
North Carolina
$884K +$48.1K +166 +6%
SCA
388
Summit Creek Advisors
Minnesota
$878K +$4.63K +16 +0.5%
CAAS
389
Capital Asset Advisory Services
Michigan
$876K +$248K +856 +41%
VIA
390
Vident Investment Advisory
Georgia
$870K +$107K +370 +14%
HI
391
Horizon Investments
North Carolina
$869K +$149K +514 +21%
Creative Planning
392
Creative Planning
Kansas
$859K -$29.5K -102 -3%
DA
393
Duality Advisers
Florida
$856K -$266K -919 -24%
ETC
394
Exchange Traded Concepts
Oklahoma
$847K +$151K +520 +22%
CCG
395
Cypress Capital Group
Florida
$833K +$811K +2,800 New
PCS
396
Personal CFO Solutions
New Jersey
$822K -$76.2K -263 -9%
WI
397
WrapManager Inc
California
$820K -$135K -466 -14%
BAMF
398
BI Asset Management Fondsmaeglerselskab
Denmark
$820K +$798K +2,755 New
SP
399
Symmetry Partners
Connecticut
$817K +$71.2K +246 +10%
PWM
400
Perigon Wealth Management
California
$814K -$12.4K -43 -2%