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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
726
Griffin Asset Management
New York
$442K – – –
IAA
727
Independent Advisor Alliance
North Carolina
$441K +$44K +1,270 +10%
NFSG
728
Newbridge Financial Services Group
Florida
$438K -$135K -3,890 -21%
MG
729
Mather Group
Illinois
$433K +$496K +14,320 New
CW
730
Connectus Wealth
Ohio
$431K -$346 -10 -0.1%
EFL
731
ERn Financial LLC
Wisconsin
$430K +$4.85K +140 +1%
Cerity Partners
732
Cerity Partners
New York
$430K +$23.6K +680 +5%
Fisher Asset Management
733
Fisher Asset Management
Washington
$426K +$10.4K +300 +2%
CIM
734
CIM Investment Management
Pennsylvania
$425K – – –
CI Investments Inc
735
CI Investments Inc
Ontario, Canada
$423K +$54.4K +1,570 +13%
EI
736
Ellevest Inc
New York
$420K -$61.7K -1,780 -11%
PCA
737
Personal Capital Advisors
California
$417K -$2.42K -70 -0.5%
FMAEN1
738
Fund Management at Engine No 1
California
$413K -$49.5K -1,430 -9%
LC
739
Lindbrook Capital
California
$413K -$1.39K -40 -0.3%
SFS
740
Stiles Financial Services
Minnesota
$412K +$74.8K +2,160 +19%
SYBT
741
Stock Yards Bank & Trust
Kentucky
$411K -$43.3K -1,250 -8%
UIA
742
UBP Investment Advisors
Switzerland
$410K -$386K -11,150 -45%
PIM
743
Penobscot Investment Management
Massachusetts
$406K -$84.9K -2,450 -15%
FDCDDQ
744
Federation des caisses Desjardins du Quebec
Quebec, Canada
$403K -$76.2K -2,200 -14%
AI
745
AdvisorShares Investments
Maryland
$401K +$459K +13,240 New
RCA
746
Roberts Capital Advisors
Colorado
$399K – – –
FCI
747
Financial Counselors Inc
Kansas
$399K +$40.9K +1,180 +10%
NDSI
748
Newman Dignan & Sheerar Inc
Rhode Island
$396K -$693 -20 -0.2%
M
749
MOTCO
Texas
$396K +$127K +3,670 +39%
SSWM
750
Smith Salley Wealth Management
North Carolina
$395K +$1.73K +50 +0.4%