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Name Holding Trade Value Shares
Change
Change in
Stake
KA
226
Kercheville Advisors
Texas
$102K +$102K +26,000 New
SWA
227
Stratos Wealth Advisors
Ohio
$102K +$103K +26,034 New
Engineers Gate Manager
228
Engineers Gate Manager
New York
$101K -$2.05M -520,400 -95%
LSAG
229
Lake Street Advisors Group
New Hampshire
$101K +$18.3K +4,647 +22%
Chevy Chase Trust
230
Chevy Chase Trust
Maryland
$99K +$100K +25,418 New
AIA
231
AIMZ Investment Advisors
California
$95K – – –
Edmond de Rothschild Holding
232
Edmond de Rothschild Holding
Switzerland
$93K – – –
Plancorp LLC
233
Plancorp LLC
Missouri
$92K +$4.13K +1,050 +5%
MA
234
Mutual Advisors
Nebraska
$90K +$1.57K +400 +2%
IAIM
235
International Assets Investment Management
Florida
$87K -$9.44K -2,398 -10%
CPA
236
Court Place Advisors
Maryland
$86K -$3.35K -850 -4%
Bahl & Gaynor
237
Bahl & Gaynor
Ohio
$86K – – –
Cornerstone Investment Partners
238
Cornerstone Investment Partners
Georgia
$85K -$4.5K -1,144 -5%
FCI
239
Financial Counselors Inc
Kansas
$85K +$12.9K +3,278 +18%
HR
240
Hayden Royal
North Carolina
$83K -$13.3K -3,381 -14%
Prudential Financial
241
Prudential Financial
New Jersey
$82K -$23.4K -5,946 -22%
UR
242
USCA RIA
Texas
$82K -$591 -150 -0.7%
Bank of Nova Scotia
243
Bank of Nova Scotia
Ontario, Canada
$81K +$81.6K +20,716 New
InterOcean Capital Group
244
InterOcean Capital Group
Tennessee
$80K +$80.3K +20,390 New
Stephens Inc
245
Stephens Inc
Arkansas
$79K -$1.5K -380 -2%
NAS
246
Nicolet Advisory Services
Wisconsin
$79K – – –
Aspiriant LLC
247
Aspiriant LLC
California
$78K – – –
CCG
248
Cypress Capital Group
Florida
$77K – – –
XS
249
XR Securities
Illinois
$77K +$11K +2,782 +16%
AE Wealth Management
250
AE Wealth Management
Kansas
$77K +$19.9K +5,052 +34%