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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
626
Bank Julius Baer & Co
Switzerland
$397K +$371K +1,383 New
CWM
627
Compass Wealth Management
Connecticut
$396K – – –
OC
628
Oppenheimer & Co
New York
$389K -$2.41K -9 -0.7%
EWM
629
Empirical Wealth Management
Washington
$387K +$33.5K +125 +10%
AFW
630
Avantra Family Wealth
Pennsylvania
$387K -$515K -1,923 -59%
PTC
631
Private Trust Company
Ohio
$385K -$5.09K -19 -1%
MAWA
632
Moss Adams Wealth Advisors
Washington
$377K +$3.21K +12 +0.9%
CAG
633
Crestwood Advisors Group
Massachusetts
$375K +$40.5K +151 +13%
CI
634
Corient IA
Florida
$373K – – –
RAM
635
Ramirez Asset Management
New York
$372K – – –
CPCPP
636
Canada Post Corporation Pension Plan
Canada
$371K – – –
MYIA
637
Mount Yale Investment Advisors
Colorado
$369K +$289K +1,079 +524%
HI
638
Horizon Investments
North Carolina
$368K -$4.02K -15 -1%
KFC
639
Klingenstein Fields & Co
New York
$367K – – –
CIA
640
Choate Investment Advisors
Massachusetts
$365K – – –
FGI
641
Foresight Global Investors
New York
$365K +$341K +1,273 New
HAG
642
HighPoint Advisor Group
Illinois
$365K +$9.11K +34 +3%
CI Investments Inc
643
CI Investments Inc
Ontario, Canada
$363K -$120K -447 -26%
FAM
644
Formidable Asset Management
Ohio
$362K – – –
CCG
645
Chatham Capital Group
Georgia
$361K +$268 +1 +0.1%
ETC
646
Exchange Traded Concepts
Oklahoma
$361K -$9.11K -34 -3%
WF
647
Womack Financial
Texas
$360K – – –
HI
648
Harbour Investments
Wisconsin
$357K +$2.68K +10 +0.8%
BM
649
Belfer Management
New York
$357K – – –
HNB
650
Huntington National Bank
Ohio
$355K +$26.8K +100 +9%