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Name Holding Trade Value Shares
Change
Change in
Stake
RAM
451
RWC Asset Management
United Kingdom
$571K +$513K +11,280 New
LNWWM
452
Laird Norton Wetherby Wealth Management
California
$570K -$175K -3,840 -25%
LF
453
Lee Financial
Texas
$570K +$11K +243 +2%
WB
454
WesBanco Bank
West Virginia
$563K +$505K +11,115 New
OIA
455
OneDigital Investment Advisors
Kansas
$559K
VAS
456
Vestmark Advisory Solutions
Massachusetts
$558K +$55K +1,210 +12%
APA
457
American Portfolios Advisors
New York
$551K +$345K +7,601 +232%
BEI
458
Benjamin Edwards Inc
Missouri
$551K -$18.8K -414 -4%
GAM
459
Gotham Asset Management
New York
$550K +$493K +10,847 New
ASN
460
Advisory Services Network
Georgia
$545K -$63.8K -1,405 -12%
CIC
461
Carnegie Investment Counsel
Ohio
$543K
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$542K
CAM
463
Cresset Asset Management
Illinois
$540K +$485K +10,678 New
CBT
464
CoreFirst Bank & Trust
Kansas
$538K
TC
465
Truvestments Capital
Florida
$534K +$11.6K +256 +2%
BCV
466
Banque Cantonale Vaudoise
Switzerland
$533K
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$530K
PP
468
Paloma Partners
Connecticut
$528K +$473K +10,411 New
WMA
469
Wealth Management Associates
New Jersey
$523K -$115K -2,540 -20%
CI Investments Inc
470
CI Investments Inc
Ontario, Canada
$522K -$85.3K -1,877 -15%
CI
471
Conning Inc
Connecticut
$521K -$25.9K -570 -5%
SLA
472
Silver Lake Advisory
Utah
$520K -$13.9K -306 -3%
IFAM
473
Institutional & Family Asset Management
Colorado
$513K +$104K +2,280 +29%
JIC
474
Johnson Investment Counsel
Ohio
$512K
AIA
475
Arbor Investment Advisors
North Carolina
$507K