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Name Holding Trade Value Shares
Change
Change in
Stake
Mission Wealth Management
501
Mission Wealth Management
California
$335K – – –
Brown Brothers Harriman & Co
502
Brown Brothers Harriman & Co
New York
$333K +$301K +1,832 +30,533%
RMCM
503
Reynders McVeigh Capital Management
Massachusetts
$330K – – –
WP
504
WMS Partners
Maryland
$330K – – –
Laurion Capital Management
505
Laurion Capital Management
New York
$326K -$376K -2,291 -56%
WEC
506
Winslow Evans & Crocker
Massachusetts
$326K – – –
KCM
507
Kendall Capital Management
Maryland
$325K -$37K -225 -11%
ACP
508
Ashfield Capital Partners
California
$320K – – –
Parallel Advisors
509
Parallel Advisors
California
$314K +$79.2K +482 +38%
Douglass Winthrop Advisors
510
Douglass Winthrop Advisors
New York
$311K -$32.9K -200 -10%
VAG
511
VisionPoint Advisory Group
Texas
$307K -$23.8K -145 -8%
Jarislowsky, Fraser Ltd
512
Jarislowsky, Fraser Ltd
Quebec, Canada
$307K -$8.22K -50 -3%
UR
513
USCA RIA
Texas
$304K -$4.44K -27 -2%
Carson Wealth (CWM LLC)
514
Carson Wealth (CWM LLC)
Nebraska
$304K +$115K +699 +503%
HighPoint Advisor Group
515
HighPoint Advisor Group
Illinois
$303K +$13.6K +83 +6%
WKWM
516
Walter & Keenan Wealth Management
Indiana
$298K – – –
Oppenheimer & Co
517
Oppenheimer & Co
New York
$296K – – –
Clifford Swan Investment Counsel
518
Clifford Swan Investment Counsel
California
$295K -$405K -2,465 -60%
VHAM
519
Van Hulzen Asset Management
California
$293K +$29.4K +179 +12%
QSS
520
Quantitative Systematic Strategies
Florida
$292K -$306K -1,862 -54%
Smithfield Trust
521
Smithfield Trust
Pennsylvania
$291K – – –
Gofen & Glossberg
522
Gofen & Glossberg
Illinois
$289K – – –
LSAG
523
Lake Street Advisors Group
New Hampshire
$289K +$4.76K +29 +2%
Livforsakringsbolaget Skandia
524
Livforsakringsbolaget Skandia
Sweden
$276K – – –
RIM
525
Rampart Investment Management
Connecticut
$273K -$17.7K -108 -7%