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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
226
Lake Street Advisors Group
New Hampshire
$456K -$67.3K -623 -13%
SFFS
227
Stonehage Fleming Financial Services
Jersey
$452K -$288K -2,670 -38%
YWP
228
YorkBridge Wealth Partners
New York
$443K +$9.5K +88 +2%
CLOS
229
Compagnie Lombard Odier SCmA
Switzerland
$442K +$454K +4,200 New
EARNEST Partners
230
EARNEST Partners
Georgia
$428K -$5.4K -50 -1%
GT
231
Greenleaf Trust
Michigan
$425K +$24.7K +229 +6%
ACI
232
AMP Capital Investors
Australia
$424K +$441K +4,081 New
SW
233
SVB Wealth
Massachusetts
$421K -$50.5K -468 -10%
KPCM
234
Kings Point Capital Management
New York
$421K – – –
PWPS
235
Pinnacle Wealth Planning Services
Ohio
$406K +$337K +3,117 +421%
SS
236
Simplicity Solutions
Minnesota
$402K -$77K -713 -16%
V
237
Veritable
Delaware
$401K +$6.37K +59 +2%
SCM
238
Shelton Capital Management
Colorado
$386K – – –
WI
239
WrapManager Inc
California
$382K +$393K +3,635 New
SGA
240
Strategic Global Advisors
California
$372K +$7.56K +70 +2%
CS
241
Comerica Securities
Michigan
$370K -$7.56K -70 -2%
OMC
242
Old Mission Capital
Illinois
$367K +$377K +3,487 New
AC
243
Addenda Capital
Quebec, Canada
$361K – – –
YMRC
244
Yorktown Management & Research Company
Virginia
$358K – – –
HAG
245
HighPoint Advisor Group
Illinois
$350K -$36.7K -340 -10%
AssetMark Inc
246
AssetMark Inc
California
$349K +$25.3K +234 +8%
SFA
247
Sequoia Financial Advisors
Ohio
$344K -$57.1K -529 -14%
CFB
248
Cullen/Frost Bankers
Texas
$340K – – –
OWA
249
One Wealth Advisors
California
$332K -$67.1K -621 -16%
RG
250
Rikoon Group
New Mexico
$327K +$10.4K +96 +3%