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Name Holding Trade Value Shares
Change
Change in
Stake
NQWM
476
Northwest Quadrant Wealth Management
Oregon
$245K +$832 +15 +0.3%
VAS
477
Vestmark Advisory Solutions
Massachusetts
$242K +$41.2K +742 +19%
SDWMA
478
Schneider Downs Wealth Management Advisors
Pennsylvania
$237K -$999 -18 -0.4%
RHBC
479
R.H. Bluestein & Co
Michigan
$237K – – –
EWA
480
EP Wealth Advisors
California
$234K -$2.5K -45 -1%
CCA
481
Checchi Capital Advisers
California
$233K +$7.55K +136 +3%
EGA
482
Eagle Global Advisors
Texas
$232K -$78.4K -1,412 -24%
P
483
Pitcairn
Pennsylvania
$231K +$499 +9 +0.2%
TI
484
Tidal Investments
Wisconsin
$223K +$41K +738 +21%
BCM
485
Birmingham Capital Management
Alabama
$219K – – –
CP
486
Capital Planning
Washington
$219K – – –
SAM
487
Silvercrest Asset Management
New York
$218K – – –
TMAM
488
Tokio Marine Asset Management
Japan
$218K +$41.6K +750 +22%
MA
489
MUFG Americas
New York
$214K – – –
RB
490
Renasant Bank
Mississippi
$213K -$832 -15 -0.4%
AC
491
Apella Capital
Connecticut
$210K – – –
SWP
492
Stratos Wealth Partners
Ohio
$208K +$8.16K +147 +4%
Lido Advisors
493
Lido Advisors
California
$207K +$219K +3,953 New
OFW
494
Omnia Family Wealth
Florida
$205K – – –
VCM
495
Violich Capital Management
California
$205K – – –
ACS
496
Archford Capital Strategies
Illinois
$204K +$215K +3,879 New
CSIC
497
Clifford Swan Investment Counsel
California
$203K +$186K +3,350 New
WFI
498
West Family Investments
California
$202K +$213K +3,839 New
VAM
499
Verity Asset Management
North Carolina
$200K +$211K +3,803 New
EI
500
Ellevest Inc
New York
$198K -$13.2K -237 -6%