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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
476
Laird Norton Wetherby Wealth Management
California
$285K -$10.2K -601 -3%
IF
477
Intrua Financial
Texas
$284K -$993K -58,774 -65%
AssetMark Inc
478
AssetMark Inc
California
$278K +$180K +10,672 +92%
FFM
479
Forum Financial Management
Illinois
$278K – – –
IAIM
480
Industrial Alliance Investment Management
Quebec, Canada
$276K +$372K +22,029 New
VI
481
Vestcor Inc
New Brunswick, Canada
$275K -$2.8K -166 -0.8%
FHB
482
First Hawaiian Bank
Hawaii
$273K -$154K -9,093 -29%
HSA
483
HBK Sorce Advisory
Pennsylvania
$273K +$7.33K +434 +2%
CIC
484
Carnegie Investment Counsel
Ohio
$269K -$261K -15,480 -42%
ECM
485
Everence Capital Management
Indiana
$269K – – –
IA
486
IFG Advisory
Georgia
$267K +$1.45K +86 +0.4%
KA
487
Kintegral Advisory
New York
$266K -$19.3K -1,140 -5%
GG
488
Golden Green
South Carolina
$257K +$347K +20,553 New
SFA
489
Sequoia Financial Advisors
Ohio
$254K -$38.3K -2,270 -10%
CBB
490
Citizens Business Bank
California
$250K – – –
SP
491
Symmetry Partners
Connecticut
$250K – – –
SFS
492
Summit Financial Strategies
Ohio
$249K +$336K +19,889 New
SBH
493
Segall Bryant & Hamill
Illinois
$247K +$16.9K +1,000 +5%
OAM
494
Ostrum Asset Management
France
$246K +$331K +19,624 New
SP
495
Saranac Partners
$244K +$329K +19,450 New
SWM
496
Shakespeare Wealth Management
Wisconsin
$243K – – –
BMSSC
497
B. Metzler seel. Sohn & Co
Germany
$242K -$1.96M -116,319 -86%
BFS
498
Bradley Foster & Sargent
Connecticut
$239K -$541 -32 -0.2%
BFG
499
Bouchey Financial Group
New York
$234K +$3.21K +190 +1%
OIA
500
OneDigital Investment Advisors
Kansas
$233K -$838K -49,604 -73%