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Name Holding Trade Value Shares
Change
Change in
Stake
PA
551
Parallel Advisors
California
$445K +$22.7K +102 +6%
HAG
552
HighPoint Advisor Group
Illinois
$442K +$36.7K +165 +11%
BBHC
553
Brown Brothers Harriman & Co
New York
$441K
MWM
554
Mission Wealth Management
California
$440K
RMCM
555
Reynders McVeigh Capital Management
Massachusetts
$432K
AA
556
Alesco Advisors
New York
$430K +$402K +1,810 New
ARTA
557
A.R.T. Advisors
New York
$427K -$1.8M -8,100 -82%
WEC
558
Winslow Evans & Crocker
Massachusetts
$426K
CC
559
ClearArc Capital
Ohio
$420K -$150K -676 -28%
ACP
560
Ashfield Capital Partners
California
$420K
ICM
561
IMS Capital Management
Oregon
$420K +$22.2K +100 +6%
BCM
562
Boltwood Capital Management
California
$411K -$20.7K -93 -5%
LSAG
563
Lake Street Advisors Group
New Hampshire
$406K +$380K +1,711 New
SAM
564
Sompo Asset Management
Japan
$399K +$102K +460 +38%
CAPTRUST Financial Advisors
565
CAPTRUST Financial Advisors
North Carolina
$399K +$296K +1,331 +419%
UR
566
USCA RIA
Texas
$398K
GG
567
Gofen & Glossberg
Illinois
$393K
BAMCO Inc
568
BAMCO Inc
New York
$393K +$12.9K +58 +4%
WKWM
569
Walter & Keenan Wealth Management
Indiana
$391K
IEFM
570
IQ EQ Fund Management
Ireland
$388K -$71.3K -321 -16%
BBP
571
Banco BTG Pactual
Brazil
$383K +$359K +1,614 New
DWA
572
Douglass Winthrop Advisors
New York
$382K
KCM
573
Kendall Capital Management
Maryland
$379K
AP
574
Advisors Preferred
Maryland
$377K +$353K +1,587 New
FAT
575
First American Trust
California
$376K +$88.9K +400 +34%