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Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Continuum Advisory
Idaho
$219K -$70.6K -1,238 -25%
SC
352
Savant Capital
Illinois
$218K +$215K +3,761 New
OIA
353
OneDigital Investment Advisors
Kansas
$215K +$212K +3,723 New
VAM
354
Verity Asset Management
North Carolina
$211K -$167K -2,935 -45%
CCM
355
Coldstream Capital Management
Washington
$201K +$198K +3,467 New
WI
356
Wintrust Investments
Illinois
$200K +$197K +3,450 New
CFM
357
Catalyst Funds Management
Australia
$198K +$196K +3,430 New
RFS
358
Richardson Financial Services
Massachusetts
$193K +$10.3K +180 +6%
HDIM
359
Hanson & Doremus Investment Management
Vermont
$184K -$11.4K -200 -6%
CT
360
Caldwell Trust
Florida
$175K
SAM
361
Shell Asset Management
Netherlands
$168K -$18.6K -326 -9%
KBC Group
362
KBC Group
Belgium
$144K +$26.1K +457 +22%
TPCW
363
TD Private Client Wealth
New York
$139K +$43.8K +768 +47%
GI
364
GAMMA Investing
California
$136K +$514 +9 +0.4%
C
365
Covestor
United Kingdom
$122K +$3.14K +55 +3%
Lazard Asset Management
366
Lazard Asset Management
New York
$122K +$120K +2,111 New
SWM
367
Spire Wealth Management
Virginia
$116K
AF
368
Allworth Financial
California
$115K -$9.47K -166 -8%
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
$114K +$21.1K +369 +23%
First Manhattan
370
First Manhattan
New York
$112K +$50.8K +890 +85%
AFG
371
Albion Financial Group
Utah
$107K +$105K +1,848 New
ETC
372
Exchange Traded Concepts
Oklahoma
$104K +$20.8K +365 +25%
NF
373
Norwood Financial
Pennsylvania
$103K +$24.3K +425 +31%
CTA
374
Colonial Trust Advisors
South Carolina
$92.6K
GWMI
375
Guardian Wealth Management (Illinois)
Illinois
$79.8K -$6.16K -108 -7%