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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
151
Weatherly Asset Management
California
$1.1M – – –
Vanguard Personalized Indexing Management
152
Vanguard Personalized Indexing Management
California
$1.1M +$81K +917 +7%
VCA
153
Verdence Capital Advisors
Maryland
$1.04M +$20.5K +232 +2%
1832 Asset Management
154
1832 Asset Management
Ontario, Canada
$1M +$1.09M +12,303 New
SIA
155
Schechter Investment Advisors
Michigan
$975K -$104K -1,175 -9%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$969K -$23.7K -268 -2%
CG
157
Colony Group
Massachusetts
$962K +$297K +3,366 +40%
Capital Fund Management (CFM)
158
Capital Fund Management (CFM)
France
$961K -$2.43M -27,558 -70%
EWA
159
Exencial Wealth Advisors
Oklahoma
$955K +$10.1K +114 +1%
AAM
160
Advisors Asset Management
Colorado
$944K +$293K +3,315 +40%
BDS
161
Banco de Sabadell
Florida
$940K -$132K -1,494 -11%
AW
162
Alaethes Wealth
Nevada
$934K +$76.9K +871 +8%
CIBC World Market
163
CIBC World Market
Ontario, Canada
$932K -$306K -3,460 -23%
Voloridge Investment Management
164
Voloridge Investment Management
Florida
$930K +$1.01M +11,451 New
Allspring Global Investments
165
Allspring Global Investments
North Carolina
$922K – – –
YWP
166
YorkBridge Wealth Partners
New York
$920K +$15.9K +180 +2%
NW
167
Naviter Wealth
Arkansas
$920K +$93.8K +1,062 +10%
API
168
Advisor Partners II
California
$896K +$974K +11,025 New
HCC
169
Hirtle Callaghan & Co
Pennsylvania
$881K -$166K -1,882 -15%
LM
170
Lincluden Management
Ontario, Canada
$864K +$3.53K +40 +0.4%
KWA
171
KCS Wealth Advisory
California
$857K -$16.8K -190 -2%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$834K -$336K -3,800 -27%
AT
173
Arden Trust
Delaware
$812K -$16.9K -191 -2%
HCA
174
Harbour Capital Advisors
Virginia
$777K -$30.9K -350 -4%
SRIM
175
Saratoga Research & Investment Management
California
$777K +$32.3K +366 +4%