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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
551
Coldstream Capital Management
Washington
$523K -$19.1K -58 -4%
EWA
552
EP Wealth Advisors
California
$518K +$2.96K +9 +0.6%
VFA
553
Voya Financial Advisors
Connecticut
$514K -$1.21M -3,673 -72%
JWCA
554
J.W. Cole Advisors
Florida
$503K -$14.2K -43 -3%
DILIC
555
Dai-ichi Life Insurance Company
Japan
$502K
AIL
556
AGF Investments LLC
Ontario, Canada
$500K -$636K -1,931 -59%
BWM
557
Bulltick Wealth Management
Florida
$498K +$120K +364 +36%
DBRC
558
D.B. Root & Company
Pennsylvania
$497K -$27.7K -84 -6%
VSWA
559
Vontobel Swiss Wealth Advisors
Switzerland
$497K +$26.3K +80 +6%
FPS
560
Fieldpoint Private Securities
Connecticut
$496K -$6.59K -20 -2%
CWM
561
CIBC World Markets
New York
$495K -$1.13M -3,431 -72%
GAM
562
Geier Asset Management
Maryland
$495K -$59.9K -182 -12%
WAM
563
Wolverine Asset Management
Illinois
$495K +$447K +1,357 New
FBB
564
Fulton Breakefield Broenniman
Maryland
$493K +$445K +1,350 New
BBVA
565
Banco Bilbao Vizcaya Argentaria
Spain
$490K -$6.46M -19,602 -94%
FB
566
Fulton Bank
Pennsylvania
$489K -$15.8K -48 -3%
BI
567
Bramshill Investments
Florida
$487K
Lazard Asset Management
568
Lazard Asset Management
New York
$486K -$6.9M -20,953 -94%
1WA
569
180 Wealth Advisors
Washington
$485K -$1.98K -6 -0.5%
PFWA
570
Paces Ferry Wealth Advisors
Georgia
$477K
FA
571
Faithward Advisors
Pennsylvania
$472K -$652K -1,979 -60%
CWM
572
Chronos Wealth Management
Florida
$470K +$52.4K +159 +14%
1SB
573
1ST Source Bank
Indiana
$467K +$34.6K +105 +9%
KFP
574
KB Financial Partners
New Jersey
$465K -$2.96K -9 -0.7%
MCM
575
Mitchell Capital Management
Kansas
$462K +$417K +1,266 New