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Name Holding Trade Value Shares
Change
Change in
Stake
IC
401
IEQ Capital
California
$640K -$317K -4,529 -31%
PE
402
PCM Encore
Colorado
$636K -$79.9K -1,143 -10%
PK
403
Pflug Koory
Nebraska
$634K – – –
ST
404
Somerset Trust
Pennsylvania
$634K +$14.9K +213 +2%
CI
405
Conning Inc
Connecticut
$626K +$696K +9,951 New
HAM
406
Hedges Asset Management
Nevada
$623K +$692K +9,900 New
BT
407
Banque Transatlantique
France
$598K +$12.6K +180 +2%
CPCM
408
Cardinal Point Capital Management
Ontario, Canada
$588K – – –
SC
409
Savant Capital
Illinois
$579K +$322K +4,604 +119%
OCM
410
One Capital Management
California
$578K – – –
RG
411
Rathbones Group
United Kingdom
$571K +$24.5K +350 +4%
MDA
412
Minot DeBlois Advisors
Massachusetts
$568K -$1.33K -19 -0.2%
KOCAA
413
Knights of Columbus Asset Advisors
Connecticut
$562K -$43.1K -617 -6%
Wealth Enhancement Advisory Services
414
Wealth Enhancement Advisory Services
Minnesota
$561K +$150K +2,147 +22%
EI
415
Ethic Inc
New York
$560K +$315K +4,500 +102%
CI
416
Cigna Investments
Connecticut
$553K +$20.6K +295 +3%
LSA
417
Leonteq Securities AG
Switzerland
$552K +$81.8K +1,170 +20%
MOS
418
MGO One Seven
Ohio
$551K +$18.3K +262 +3%
GT
419
Glenmede Trust
Pennsylvania
$547K +$143K +2,042 +31%
FPL
420
Fortress Private Ledger
North Carolina
$545K +$117K +1,679 +24%
UCFA
421
United Capital Financial Advisors
Texas
$531K +$33.1K +473 +6%
LFAS
422
Level Four Advisory Services
Texas
$526K +$14.5K +208 +3%
SCI
423
Silver Coast Investments
United States
$524K +$114K +1,626 +24%
Mercer Global Advisors
424
Mercer Global Advisors
Colorado
$519K +$89.6K +1,282 +18%
EWL
425
Emissary Wealth LLC
New Jersey
$515K -$5.73K -82 -1%