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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
Compass Wealth Management
Connecticut
$396K
OC
627
Oppenheimer & Co
New York
$389K -$2.41K -9 -0.7%
EWM
628
Empirical Wealth Management
Washington
$387K +$33.5K +125 +10%
AFW
629
Avantra Family Wealth
Pennsylvania
$387K -$515K -1,923 -59%
PTC
630
Private Trust Company
Ohio
$385K -$5.09K -19 -1%
MAWA
631
Moss Adams Wealth Advisors
Washington
$377K +$3.21K +12 +0.9%
CAG
632
Crestwood Advisors Group
Massachusetts
$375K +$40.5K +151 +13%
CI
633
Corient IA
Florida
$373K
RAM
634
Ramirez Asset Management
New York
$372K
CPCPP
635
Canada Post Corporation Pension Plan
Canada
$371K
MYIA
636
Mount Yale Investment Advisors
Colorado
$369K +$289K +1,079 +524%
HI
637
Horizon Investments
North Carolina
$368K -$4.02K -15 -1%
KFC
638
Klingenstein Fields & Co
New York
$367K
CIA
639
Choate Investment Advisors
Massachusetts
$365K
FGI
640
Foresight Global Investors
New York
$365K +$341K +1,273 New
HAG
641
HighPoint Advisor Group
Illinois
$365K +$9.11K +34 +3%
CI Investments Inc
642
CI Investments Inc
Ontario, Canada
$363K -$120K -447 -26%
FAM
643
Formidable Asset Management
Ohio
$362K
CCG
644
Chatham Capital Group
Georgia
$361K +$268 +1 +0.1%
ETC
645
Exchange Traded Concepts
Oklahoma
$361K -$9.11K -34 -3%
WF
646
Womack Financial
Texas
$360K
HI
647
Harbour Investments
Wisconsin
$357K +$2.68K +10 +0.8%
BM
648
Belfer Management
New York
$357K
HNB
649
Huntington National Bank
Ohio
$355K +$26.8K +100 +9%
QCG
650
Quadrant Capital Group
Ohio
$353K +$4.02K +15 +1%