Name Holding Trade Value Shares
Change
Change in
Stake
CIA
576
Cascade Investment Advisors
Oregon
$73.8K – – –
AssetMark Inc
577
AssetMark Inc
California
$73K +$5.13K +35 +8%
EDRH
578
Edmond de Rothschild Holding
Switzerland
$68K -$36.3K -248 -35%
MCM
579
Manchester Capital Management
Vermont
$61K – – –
THWM
580
Taylor Hoffman Wealth Management
Virginia
$61K +$60.1K +410 New
WPA
581
West Paces Advisors
Georgia
$59.6K -$4.4K -30 -7%
APA
582
American Portfolios Advisors
New York
$59K +$58.6K +400 New
SLF
583
Sun Life Financial
Ontario, Canada
$54K -$126K -861 -70%
JFA
584
JNBA Financial Advisors
Minnesota
$46K – – –
PA
585
Parallel Advisors
California
$45K – – –
TWA
586
TCI Wealth Advisors
Arizona
$43K – – –
SSB
587
Sandy Spring Bank
Maryland
$39K -$3.81K -26 -9%
NSIM
588
North Star Investment Management
Illinois
$35K – – –
SPIA
589
Steward Partners Investment Advisory
New York
$32K – – –
MWM
590
MinichMacGregor Wealth Management
New York
$31K – – –
PCP
591
Proficio Capital Partners
Massachusetts
$30K -$147 -1 -0.5%
GAM
592
Gemmer Asset Management
California
$29K – – –
MRCM
593
M&R Capital Management
New Jersey
$29K – – –
SIAS
594
Shine Investment Advisory Services
Colorado
$29K – – –
FPFS
595
First Personal Financial Services
North Carolina
$29K +$29K +198 New
VFA
596
Virtus Fund Advisers
Connecticut
$28K – – –
CBOA
597
Commonwealth Bank of Australia
Australia
$27K – – –
QCG
598
Quadrant Capital Group
Ohio
$27K – – –
Acadian Asset Management
599
Acadian Asset Management
Massachusetts
$26K -$7.1M -48,451 -100%
AAM
600
Advisors Asset Management
Colorado
$26K -$3.66K -25 -13%