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Name Holding Trade Value Shares
Change
Change in
Stake
KLWA
551
Kelly Lawrence W & Associates
California
$531K
MA
552
Mutual Advisors
Nebraska
$528K -$41.4K -369 -7%
SA
553
Syntax Advisors
New York
$519K +$48.3K +430 +10%
VCG
554
Vantage Consulting Group
Virginia
$519K +$48.3K +430 +10%
H
555
HoyleCohen
California
$513K
CAM
556
Cidel Asset Management
Ontario, Canada
$512K -$15.2M -135,771 -97%
GT
557
Greenleaf Trust
Michigan
$510K +$786 +7 +0.1%
ODFS
558
O'Donnell Financial Services
California
$509K
PWP
559
Perfromance Wealth Partners
Illinois
$507K
S
560
SignatureFD
Georgia
$506K +$6.4K +57 +1%
FIM
561
Freedom Investment Management
Connecticut
$505K -$97K -864 -15%
EL
562
EMFO LLC
Florida
$504K -$37.6K -335 -7%
BAMF
563
BI Asset Management Fondsmaeglerselskab
Denmark
$503K -$140K -1,244 -21%
RCA
564
Resonant Capital Advisors
Wisconsin
$501K +$2.58K +23 +0.5%
SIA
565
Schechter Investment Advisors
Michigan
$495K +$47.3K +421 +10%
PGFC
566
Peapack-Gladstone Financial Corp
New Jersey
$490K -$60.3K -537 -10%
SPIA
567
Steward Partners Investment Advisory
New York
$490K -$1.8K -16 -0.3%
SW
568
SVB Wealth
Massachusetts
$488K -$147K -1,313 -22%
TPCW
569
TD Private Client Wealth
New York
$487K -$428K -3,812 -45%
TSS
570
Two Sigma Securities
New York
$483K +$512K +4,555 New
CGL
571
Clarius Group LLC
Washington
$470K -$33.6K -299 -6%
FCI
572
Financial Counselors Inc
Kansas
$462K -$16.5K -147 -3%
WI
573
Wahed Invest
New York
$455K -$5.05K -45 -1%
BPA
574
Beacon Pointe Advisors
California
$453K -$47.8K -426 -9%
HI
575
Horizon Investments
North Carolina
$452K +$33K +294 +7%