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Name Holding Trade Value Shares
Change
Change in
Stake
FC
401
Fulcrum Capital
Washington
$615K -$8.57K -43 -1%
EI
402
Ethic Inc
New York
$613K +$170K +852 +42%
DY
403
Dowling & Yahnke
California
$609K +$4.99K +25 +0.9%
AP
404
Advisors Preferred
Maryland
$609K +$572K +2,871 New
CS
405
Comerica Securities
Michigan
$608K +$3.39K +17 +0.6%
FPS
406
Fieldpoint Private Securities
Connecticut
$593K +$58.8K +295 +12%
AC
407
Allstate Corporation
Illinois
$582K +$164K +822 +43%
SW
408
SVB Wealth
Massachusetts
$580K -$42.5K -213 -7%
4WM
409
44 Wealth Management
Oregon
$574K +$538K +2,700 New
Cetera Investment Advisers
410
Cetera Investment Advisers
Illinois
$559K +$133K +667 +34%
MGIM
411
M&G Investment Management
United Kingdom
$551K -$154K -771 -23%
SCA
412
Snowden Capital Advisors
New York
$542K -$18.3K -92 -3%
PF
413
Phoenix Financial
Israel
$540K +$204K +1,025 +66%
GAG
414
GM Advisory Group
New York
$525K – – –
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$494K -$4.79K -24 -1%
KAS
416
Kestra Advisory Services
Texas
$493K +$464K +2,329 +11,090%
LS
417
Livforsakringsbolaget Skandia
Sweden
$490K +$219K +1,100 +91%
MSRPS
418
Maryland State Retirement & Pension System
Maryland
$487K +$461K +2,312 New
PWPS
419
Pinnacle Wealth Planning Services
Ohio
$486K -$31.9K -160 -7%
AWM
420
AE Wealth Management
Kansas
$485K +$61.8K +310 +16%
PWLP
421
Prio Wealth Limited Partnership
Massachusetts
$483K +$48.9K +245 +12%
QCM
422
Quantinno Capital Management
New York
$478K -$223K -1,117 -33%
CAN
423
Claraphi Advisory Network
United States
$475K +$140K +702 +46%
GIA
424
Gateway Investment Advisers
Ohio
$470K -$26.3K -132 -6%
CCP
425
Corient Capital Partners
California
$457K +$29.5K +148 +7%