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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
476
Close Asset Management
United Kingdom
$282K
SDWMA
477
Schneider Downs Wealth Management Advisors
Pennsylvania
$269K +$1.1K +18 +0.4%
RHBC
478
R.H. Bluestein & Co
Michigan
$268K
EWA
479
EP Wealth Advisors
California
$267K +$2.94K +48 +1%
NQWM
480
Northwest Quadrant Wealth Management
Oregon
$266K +$736 +12 +0.3%
P
481
Pitcairn
Pennsylvania
$262K -$6.56K -107 -2%
Neuberger Berman Group
482
Neuberger Berman Group
New York
$257K +$39.8K +649 +11%
CCA
483
Checchi Capital Advisers
California
$255K -$53.4K -871 -17%
GIA
484
Gateway Investment Advisers
Ohio
$254K -$13.4K -219 -5%
FMLI
485
Fukoku Mutual Life Insurance
Japan
$250K
BCM
486
Birmingham Capital Management
Alabama
$248K
CP
487
Capital Planning
Washington
$248K
SAM
488
Silvercrest Asset Management
New York
$246K -$27.6K -450 -10%
MA
489
MUFG Americas
New York
$242K -$4.6K -75 -2%
RB
490
Renasant Bank
Mississippi
$242K +$1.29K +21 +0.5%
EI
491
Ellevest Inc
New York
$238K +$5.15K +84 +2%
AC
492
Apella Capital
Connecticut
$238K +$245K +3,996 New
BP
493
Ballentine Partners
Massachusetts
$234K -$140K -2,291 -37%
OFW
494
Omnia Family Wealth
Florida
$232K
VCM
495
Violich Capital Management
California
$232K
BCM
496
Becker Capital Management
Oregon
$229K +$8.46K +138 +4%
VAS
497
Vestmark Advisory Solutions
Massachusetts
$229K +$236K +3,854 New
PIM
498
Penobscot Investment Management
Massachusetts
$226K
SWP
499
Stratos Wealth Partners
Ohio
$226K
BG
500
Benedetti & Gucer
Georgia
$216K