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Name Holding Trade Value Shares
Change
Change in
Stake
CP
476
CenterBook Partners
Connecticut
$378K +$148K +8,284 +54%
PK
477
Pflug Koory
Nebraska
$376K +$1.7K +95 +0.4%
LNWWM
478
Laird Norton Wetherby Wealth Management
California
$372K -$44.9K -2,509 -10%
EF
479
Empirical Finance
Pennsylvania
$372K +$66.3K +3,701 +19%
PIA
480
Pinion Investment Advisors
Kansas
$371K +$3.88K +217 +0.9%
OWA
481
One Wealth Advisors
California
$368K +$31.6K +1,766 +8%
GC
482
Gilbert & Cook
Iowa
$363K +$6K +335 +2%
SC
483
Savant Capital
Illinois
$361K +$25.2K +1,408 +7%
MIM
484
Meridiem Investment Management
United Kingdom
$356K – – –
FFM
485
Forum Financial Management
Illinois
$355K – – –
AWA
486
Arete Wealth Advisors
Illinois
$354K +$25.2K +1,408 +7%
VI
487
Vestcor Inc
New Brunswick, Canada
$352K -$94.3K -5,270 -19%
EI
488
Ellevest Inc
New York
$347K +$49.6K +2,772 +15%
ECM
489
Everence Capital Management
Indiana
$344K – – –
IA
490
IFG Advisory
Georgia
$343K +$42.9K +2,395 +13%
CBFP
491
Cedar Brook Financial Partners
Ohio
$342K -$14K -783 -4%
BFEC
492
Benjamin F. Edwards & Company
Missouri
$341K +$70.2K +3,923 +23%
RIM
493
Redpoint Investment Management
Australia
$334K – – –
S
494
SignatureFD
Georgia
$334K +$5.55K +310 +2%
IP
495
Investment Partners
Ohio
$331K +$189K +10,535 +104%
BL
496
Balentine LLC
Georgia
$327K -$102K -5,723 -22%
CCFM
497
Clear Creek Financial Management
Washington
$321K -$36K -2,013 -9%
ICP
498
Interchange Capital Partners
Pennsylvania
$321K -$10K -560 -3%
AA
499
Ancora Advisors
Ohio
$320K -$71.6K -4,000 -17%
CBB
500
Citizens Business Bank
California
$320K – – –