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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
401
Annex Advisory Services
Wisconsin
$340K +$316K +3,274 New
LIC
402
Lodestar Investment Counsel
Illinois
$335K
Bank of Nova Scotia
403
Bank of Nova Scotia
Ontario, Canada
$328K
LNWWM
404
Laird Norton Wetherby Wealth Management
California
$325K +$17.5K +181 +6%
IIC
405
Ironwood Investment Counsel
Arizona
$322K
BPCA
406
Bank Pictet & Cie (Asia)
Singapore
$320K +$298K +3,080 New
BJL
407
Brighton Jones LLC
Washington
$316K +$290 +3 +0.1%
FNB
408
First Niagara Bank
New York
$311K
BG
409
Bahl & Gaynor
Ohio
$307K +$38.7K +400 +16%
CAN
410
Cetera Advisor Networks
California
$301K +$8.31K +86 +3%
JMPWA
411
JP Morgan Private Wealth Advisors
California
$295K -$15.8K -164 -5%
BIC
412
Bridges Investment Counsel
Nebraska
$291K
RC
413
Roundview Capital
New Jersey
$288K
FMT
414
First Mercantile Trust
Tennessee
$282K +$262K +2,714 New
P
415
Pitcairn
Pennsylvania
$275K -$20.8K -215 -8%
QI
416
QS Investors
New York
$275K
MC
417
Maverick Capital
Texas
$271K +$252K +2,610 New
CCMG
418
Clark Capital Management Group
Pennsylvania
$266K
Koshinski Asset Management
419
Koshinski Asset Management
Illinois
$265K +$193 +2 +0.1%
GG
420
Gofen & Glossberg
Illinois
$261K
YMRC
421
Yorktown Management & Research Company
Virginia
$260K
PGIM
422
Pacific Global Investment Management
California
$258K -$773 -8 -0.3%
RCAG
423
Rehmann Capital Advisory Group
Michigan
$253K -$21.4K -221 -8%
ACP
424
Ashfield Capital Partners
California
$252K
BHIA
425
Birch Hill Investment Advisors
Massachusetts
$249K