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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Perigon Wealth Management
California
$285K -$189K -2,342 -36%
WHG
202
Westwood Holdings Group
Texas
$277K +$108K +1,338 +50%
UM
203
UniSuper Management
Australia
$273K -$6.25M -77,573 -97%
MAM
204
Milestone Asset Management
Pennsylvania
$259K – – –
EI
205
Ethic Inc
New York
$257K +$301K +3,731 New
IWMO
206
Integrated Wealth Management (Ohio)
Ohio
$253K – – –
TI
207
Tidal Investments
Wisconsin
$240K -$235K -2,918 -46%
GIM
208
Gold Investment Management
Alberta, Canada
$235K – – –
LOAMS
209
Lombard Odier Asset Management (Switzerland)
Switzerland
$231K – – –
S
210
SignatureFD
Georgia
$229K -$123K -1,529 -31%
Focus Partners Wealth
211
Focus Partners Wealth
Massachusetts
$224K +$8.87K +110 +4%
SC
212
Savant Capital
Illinois
$219K +$18.9K +235 +10%
SFA
213
Sequoia Financial Advisors
Ohio
$213K +$249K +3,089 New
ET
214
Entropy Technologies
New York
$209K -$416K -5,162 -63%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$208K +$4.92K +61 +2%
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$207K – – –
WCG
217
Weaver Consulting Group
California
$207K – – –
GT
218
Glenmede Trust
Pennsylvania
$205K +$240K +2,971 New
SI
219
Sava Infond
Slovenia
$172K – – –
N
220
Natixis
France
$168K +$28.5K +353 +17%
SG Americas Securities
221
SG Americas Securities
New York
$160K +$37.3K +463 +28%
SOW
222
State of Wyoming
Wyoming
$152K +$150K +1,863 +534%
Skandinaviska Enskilda Banken (SEB)
223
Skandinaviska Enskilda Banken (SEB)
Sweden
$133K -$180K -2,233 -54%
HWA
224
HHM Wealth Advisors
Tennessee
$97.9K – – –
EWA
225
EverSource Wealth Advisors
Alabama
$96.7K -$93.9K -1,164 -45%