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Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
526
Golden State Equity Partners
California
$625K -$87.9K -257 -12%
CCM
527
Coldstream Capital Management
Washington
$624K +$52.7K +154 +9%
MSWM
528
Master's Wealth Management
Pennsylvania
$623K +$92K +269 +17%
UCFA
529
United Capital Financial Advisors
Texas
$623K -$124K -363 -17%
SPIA
530
Steward Partners Investment Advisory
New York
$618K -$44.1K -129 -7%
EHC
531
Everett Harris & Co
California
$613K -$75.2K -220 -11%
MOS
532
MGO One Seven
Ohio
$606K +$191K +559 +47%
NDSIB
533
North Dakota State Investment Board
North Dakota
$605K +$600K +1,756 New
Lazard Asset Management
534
Lazard Asset Management
New York
$601K +$596K +1,743 New
CFG
535
Carter Financial Group
Illinois
$598K +$4.1K +12 +0.7%
GI
536
GAMCO Investors
Connecticut
$595K – – –
ZIC
537
ZWJ Investment Counsel
Georgia
$595K – – –
BBHC
538
Brown Brothers Harriman & Co
New York
$595K +$328K +960 +125%
ETC
539
Exchange Traded Concepts
Oklahoma
$584K -$81K -237 -12%
FFM
540
Forum Financial Management
Illinois
$584K +$54K +158 +10%
LOIM
541
Liberty One Investment Management
Illinois
$582K -$275K -803 -32%
FISPB
542
Fideuram - Intesa Sanpaolo Private Banking
$580K +$575K +1,683 New
HWM
543
HB Wealth Management
Georgia
$579K +$89.2K +261 +18%
ATC
544
Argent Trust Co
Tennessee
$575K +$2.39K +7 +0.4%
FPCG
545
Forum Private Client Group
Indiana
$573K +$3.76K +11 +0.7%
MGP
546
Metis Global Partners
California
$573K -$33.5K -98 -6%
NMIMC
547
Northwestern Mutual Investment Management Company
Wisconsin
$573K -$342 -1 -0.1%
VCM
548
Voleon Capital Management
California
$572K -$316K -924 -36%
KeyBank National Association
549
KeyBank National Association
Ohio
$571K +$8.21K +24 +1%
EB
550
Eastern Bank
Massachusetts
$569K -$74.2K -217 -12%