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Name Holding Trade Value Shares
Change
Change in
Stake
SW
426
SVB Wealth
Massachusetts
$284K -$7.09K -134 -2%
ACI
427
Alpha Cubed Investments
California
$283K -$15.9K -300 -5%
EP
428
Edgestream Partners
New Jersey
$280K -$139K -2,630 -32%
MFS
429
MSI Financial Services
Massachusetts
$272K -$25.2K -476 -8%
MC
430
Moors & Cabot
Massachusetts
$270K -$1.06K -20 -0.4%
SBH
431
Segall Bryant & Hamill
Illinois
$270K – – –
ECM
432
Everence Capital Management
Indiana
$269K – – –
MRCM
433
M&R Capital Management
New Jersey
$269K – – –
FFA
434
First Foundation Advisors
California
$267K +$285K +5,390 New
TAM
435
Trillium Asset Management
Massachusetts
$267K +$285K +5,390 New
QAM
436
Quantres Asset Management
Cayman Islands
$267K +$286K +5,400 New
Twin Tree Management
437
Twin Tree Management
Texas
$259K +$277K +5,232 New
DWM
438
Destination Wealth Management
California
$250K +$267K +5,046 New
CI
439
Capital Innovations
Wisconsin
$249K -$48.2K -910 -15%
SIG
440
Schooner Investment Group
Pennsylvania
$247K -$265K -5,000 -50%
RCWMU
441
Rothschild & Co Wealth Management (UK)
United Kingdom
$245K -$417K -7,886 -61%
HCA
442
Harbour Capital Advisors
Virginia
$244K – – –
PG
443
Patten Group
Tennessee
$239K – – –
ISL
444
Ingalls & Snyder LLC
New York
$232K -$1.27K -24 -0.5%
HH
445
Hilltop Holdings
Texas
$230K -$22.3K -422 -8%
EWM
446
Empirical Wealth Management
Washington
$230K +$246K +4,648 New
RU
447
RobecoSam USA
New York
$228K – – –
CT
448
Cambridge Trust
Massachusetts
$225K -$8.05K -152 -3%
VDI
449
Vaughan David Investments
Illinois
$224K -$714K -13,480 -75%
CCA
450
Checchi Capital Advisers
California
$224K +$13.6K +256 +6%