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Name Holding Trade Value Shares
Change
Change in
Stake
Royal London Asset Management
551
Royal London Asset Management
United Kingdom
$415K
SIC
552
SJS Investment Consulting
Ohio
$412K -$1.47K -21 -0.4%
PWM
553
Partnership Wealth Management
Maryland
$407K
PCP
554
Proficio Capital Partners
Massachusetts
$407K +$349K +4,998 New
VCA
555
Verdence Capital Advisors
Maryland
$403K +$3.14K +45 +0.9%
MGP
556
Metis Global Partners
California
$403K -$63.1K -905 -15%
DWT
557
Dorsey & Whitney Trust
South Dakota
$402K -$7.67K -110 -2%
KCM
558
Kathmere Capital Management
Pennsylvania
$401K +$44K +631 +15%
OAM
559
Ostrum Asset Management
France
$401K -$1.32M -18,956 -79%
GWCM
560
Godshalk Welsh Capital Management
Pennsylvania
$399K
CFA
561
CWS Financial Advisors
Michigan
$397K +$92K +1,319 +37%
BC
562
Burney Company
Virginia
$397K +$140 +2 +0%
WT
563
Whittier Trust
California
$393K
LOAMS
564
Lombard Odier Asset Management (Switzerland)
Switzerland
$385K
JSSH
565
J. Safra Sarasin Holding
$382K
EPW
566
Evolve Private Wealth
California
$381K -$157K -2,248 -32%
CWG
567
Cornerstone Wealth Group
North Carolina
$381K +$69.2K +992 +27%
VI
568
Vestcor Inc
New Brunswick, Canada
$380K
FSA
569
Franklin Street Advisors
North Carolina
$380K
DWM
570
Dakota Wealth Management
Florida
$379K +$140 +2 +0%
RWM
571
Ritholtz Wealth Management
New York
$376K +$42.1K +603 +15%
RIG
572
RiverFront Investment Group
Virginia
$369K +$317K +4,538 New
JSA
573
Jacobson & Schmitt Advisors
Wisconsin
$362K -$10.5K -150 -3%
IAA
574
Independent Advisor Alliance
North Carolina
$359K +$307K +4,406 New
FPAS
575
Focus Partners Advisor Solutions
Missouri
$357K +$306K +4,390 New