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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
551
Securian Asset Management
Minnesota
$419K -$14K -200 -4%
Royal London Asset Management
552
Royal London Asset Management
United Kingdom
$415K – – –
SIC
553
SJS Investment Consulting
Ohio
$412K -$1.47K -21 -0.4%
PWM
554
Partnership Wealth Management
Maryland
$407K – – –
PCP
555
Proficio Capital Partners
Massachusetts
$407K +$349K +4,998 New
VCA
556
Verdence Capital Advisors
Maryland
$403K +$3.14K +45 +0.9%
MGP
557
Metis Global Partners
California
$403K -$63.1K -905 -15%
DWT
558
Dorsey & Whitney Trust
South Dakota
$402K -$7.67K -110 -2%
KCM
559
Kathmere Capital Management
Pennsylvania
$401K +$44K +631 +15%
OAM
560
Ostrum Asset Management
France
$401K -$1.32M -18,956 -79%
GWCM
561
Godshalk Welsh Capital Management
Pennsylvania
$399K – – –
CFA
562
CWS Financial Advisors
Michigan
$397K +$92K +1,319 +37%
BC
563
Burney Company
Virginia
$397K +$140 +2 +0%
WT
564
Whittier Trust
California
$393K – – –
LOAMS
565
Lombard Odier Asset Management (Switzerland)
Switzerland
$385K – – –
JSSH
566
J. Safra Sarasin Holding
$382K – – –
EPW
567
Evolve Private Wealth
California
$381K -$157K -2,248 -32%
CWG
568
Cornerstone Wealth Group
North Carolina
$381K +$69.2K +992 +27%
VI
569
Vestcor Inc
New Brunswick, Canada
$380K – – –
FSA
570
Franklin Street Advisors
North Carolina
$380K – – –
DWM
571
Dakota Wealth Management
Florida
$379K +$140 +2 +0%
RWM
572
Ritholtz Wealth Management
New York
$376K +$42.1K +603 +15%
RIG
573
RiverFront Investment Group
Virginia
$369K +$317K +4,538 New
JSA
574
Jacobson & Schmitt Advisors
Wisconsin
$362K -$10.5K -150 -3%
IAA
575
Independent Advisor Alliance
North Carolina
$359K +$307K +4,406 New