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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
1201
Arax Advisory Partners
Colorado
$333K -$61.4K -764 -16%
HTHT
1202
Hemenway Trust Hemenway Trust
New Hampshire
$333K -$48.2K -600 -13%
LWAC
1203
Laurel Wealth Advisors (California)
California
$330K -$162K -2,015 -34%
ACI
1204
Alpha Cubed Investments
California
$326K -$21.5K -268 -6%
MIH
1205
Madison Investment Holdings
Wisconsin
$326K +$5.94K +74 +2%
IWC
1206
Integrated Wealth Concepts
Massachusetts
$326K +$38K +473 +14%
CCB
1207
Cutter & Co Brokerage
Missouri
$326K +$309K +3,853 New
CPA
1208
Clear Perspective Advisors
Illinois
$325K -$80.3K -1,000 -21%
CQS
1209
Credential Qtrade Securities
$321K +$304K +3,790 New
PWPS
1210
Pinnacle Wealth Planning Services
Ohio
$321K +$1.28K +16 +0.4%
AAM
1211
Advisors Asset Management
Colorado
$318K -$2.19M -27,264 -88%
LCM
1212
Laurion Capital Management
New York
$316K -$311K -3,870 -51%
HMS
1213
Hanseatic Management Services
New Mexico
$315K -$336K -4,181 -53%
Nuveen Fund Advisors
1214
Nuveen Fund Advisors
Illinois
$314K -$221K -2,756 -43%
VNB
1215
Virginia National Bank
Virginia
$314K +$298K +3,708 New
GAM
1216
Gould Asset Management
California
$313K +$8.68K +108 +3%
LFAS
1217
Level Four Advisory Services
Texas
$312K -$97.8K -1,218 -25%
AA
1218
ALPS Advisors
Colorado
$311K -$671K -8,355 -69%
PWW
1219
Pettyjohn Wood & White
Virginia
$311K – – –
CCM
1220
Carlson Capital Management
Minnesota
$310K -$9.48K -118 -3%
WA1
1221
Wimmer Associates 1
California
$306K – – –
GLI
1222
Guardian Life Insurance
New York
$306K +$5.14K +64 +2%
UIA
1223
UBP Investment Advisors
Switzerland
$305K – – –
IA
1224
IFG Advisory
Georgia
$302K -$4.74K -59 -2%
WA
1225
Wealth Architects
California
$300K -$2.65K -33 -0.9%