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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
501
Envestnet Asset Management
Illinois
$228K -$742K -12,822 -76%
KIM
502
Karpus Investment Management
New York
$228K -$5.79K -100 -2%
AW
503
Alpha Windward
Massachusetts
$228K +$463 +8 +0.2%
CCM
504
Coldstream Capital Management
Washington
$227K +$19.4K +336 +9%
IWA
505
Intercontinental Wealth Advisors
Texas
$226K – – –
BCM
506
BTR Capital Management
California
$226K +$230K +3,970 New
Brown Advisory
507
Brown Advisory
Maryland
$224K – – –
NIC
508
Northwest Investment Counselors
Oregon
$224K – – –
DWT
509
Dorsey & Whitney Trust
South Dakota
$223K +$5.09K +88 +2%
CPSAC
510
Chas P. Smith & Associates (CPS)
Florida
$222K – – –
SC
511
Savant Capital
Illinois
$216K +$19.3K +334 +10%
SWM
512
Sequoia Wealth Management
Illinois
$215K -$18.4K -318 -8%
WG
513
Winton Group
United Kingdom
$214K +$218K +3,768 New
Capstone Investment Advisors
514
Capstone Investment Advisors
New York
$212K +$160K +2,758 +287%
FBT
515
First Bankers Trust
Kentucky
$206K -$11.6K -200 -5%
TA
516
Tiedemann Advisors
New York
$205K – – –
PCFFS
517
Pacific Center for Financial Services
California
$200K – – –
TCOV
518
Trust Company of Vermont
Vermont
$200K – – –
BFEC
519
Benjamin F. Edwards & Company
Missouri
$197K +$17.4K +300 +9%
RA
520
Rational Advisors
New York
$186K -$19.6K -338 -9%
SA
521
SRH Advisors
Kansas
$182K – – –
S
522
SignatureFD
Georgia
$181K -$1.16K -20 -0.6%
Simplex Trading
523
Simplex Trading
Illinois
$177K -$281K -4,852 -61%
DWM
524
Destination Wealth Management
California
$172K +$173K +2,982 +5,964%
Credit Agricole
525
Credit Agricole
France
$171K +$174K +3,000 New