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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
526
Capital Analysts LLC
Pennsylvania
$236K -$34.2K -600 -12%
VLKIM
527
Van Lanschot Kempen Investment Management
Netherlands
$236K +$249K +4,366 New
NSIM
528
North Star Investment Management
Illinois
$233K – – –
TCA
529
Tortoise Capital Advisors
Kansas
$233K – – –
PL
530
Perpetual Ltd
Australia
$232K – – –
JFL
531
Jarislowsky, Fraser Ltd
Quebec, Canada
$230K – – –
MF
532
Manchester Financial
California
$230K +$242K +4,250 New
GT
533
Greenleaf Trust
Michigan
$228K -$465K -8,164 -66%
AL
534
Aspiriant LLC
California
$225K -$37.7K -662 -14%
AFM
535
Andesa Financial Management
Pennsylvania
$224K +$237K +4,150 New
NIC
536
Northwest Investment Counselors
Oregon
$220K +$6.84K +120 +3%
OAM
537
Occidental Asset Management
California
$217K +$229K +4,012 New
KIM
538
Karpus Investment Management
New York
$216K – – –
CM
539
Churchill Management
California
$216K +$228K +3,998 New
CA
540
Commerzbank Aktiengesellschaft
Germany
$214K -$53K -930 -19%
RIL
541
Rothschild Investment LLC
Illinois
$213K -$36.3K -636 -14%
P
542
Pitcairn
Pennsylvania
$212K -$6.96K -122 -3%
AWM
543
Alterna Wealth Management
Texas
$212K +$214K +3,756 New
CPSAC
544
Chas P. Smith & Associates (CPS)
Florida
$211K – – –
ACP
545
Aveo Capital Partners
Colorado
$208K -$14.3K -250 -6%
HFP
546
Holistic Financial Partners
Indiana
$207K -$40.6K -712 -16%
SWM
547
Sequoia Wealth Management
Illinois
$203K -$1.37K -24 -0.6%
Cetera Investment Advisers
548
Cetera Investment Advisers
Illinois
$203K +$214K +3,752 New
IWA
549
Intercontinental Wealth Advisors
Texas
$201K -$14.1K -248 -6%
WP
550
WealthSource Partners
California
$201K +$212K +3,710 New