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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
401
Capital Impact Advisors
Massachusetts
$502K -$233K -1,096 -31%
Voloridge Investment Management
402
Voloridge Investment Management
Florida
$501K -$1.37M -6,423 -73%
DY
403
Dowling & Yahnke
California
$491K
HCC
404
Hirtle Callaghan & Co
Pennsylvania
$491K +$181K +848 +57%
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$488K +$26.4K +124 +6%
GT
406
Greenleaf Trust
Michigan
$483K +$11.3K +53 +2%
GAG
407
GM Advisory Group
New York
$475K -$43.4K -204 -8%
RWA
408
River Wealth Advisors
Pennsylvania
$473K -$6.81K -32 -1%
AG
409
Ascent Group
Virginia
$469K -$60.9K -286 -13%
SIA
410
SkyView Investment Advisors
New Jersey
$465K +$639 +3 +0.1%
DGAM
411
Desjardins Global Asset Management
Quebec, Canada
$462K +$27.9K +131 +6%
GIA
412
Gateway Investment Advisers
Ohio
$456K +$4.04K +19 +0.9%
BTWM
413
Baker Tilly Wealth Management
Wisconsin
$451K -$17.9K -84 -4%
Nomura Holdings
414
Nomura Holdings
Japan
$448K +$442K +2,075 New
KFP
415
KB Financial Partners
New Jersey
$446K -$4.68K -22 -1%
FPS
416
Fieldpoint Private Securities
Connecticut
$443K -$69.6K -327 -13%
BFC
417
Bedel Financial Consulting
Indiana
$440K
BAMF
418
BI Asset Management Fondsmaeglerselskab
Denmark
$439K +$446K +2,095 New
BC
419
Bridgefront Capital
Texas
$439K +$446K +2,096 New
FCI
420
Financial Counselors Inc
Kansas
$435K +$31.9K +150 +8%
CCA
421
Checchi Capital Advisers
California
$433K +$124K +582 +48%
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$432K +$61.1K +287 +16%
HAG
423
HighPoint Advisor Group
Illinois
$419K +$410K +1,928 New
TMAM
424
Tokio Marine Asset Management
Japan
$417K +$66.6K +313 +19%
Cetera Investment Advisers
425
Cetera Investment Advisers
Illinois
$416K +$136K +640 +48%