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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
151
Corient Capital Partners
California
$865K +$23.4K +130 +3%
RHBC
152
R.H. Bluestein & Co
Michigan
$834K -$809K -4,500 -50%
Cerity Partners
153
Cerity Partners
New York
$820K +$792K +4,405 New
HCM
154
Hodges Capital Management
Texas
$815K -$8.81K -49 -1%
AF
155
Apexium Financial
Texas
$801K
Franklin Resources
156
Franklin Resources
California
$794K +$13K +72 +2%
CFG
157
CKW Financial Group
Hawaii
$790K
CGL
158
Clarius Group LLC
Washington
$753K +$196K +1,091 +37%
SW
159
SVB Wealth
Massachusetts
$740K -$2.17M -12,088 -75%
IWA
160
Intercontinental Wealth Advisors
Texas
$735K +$22.1K +123 +3%
RC
161
RegentAtlantic Capital
New Jersey
$724K -$23.4K -130 -3%
BTW
162
Boston Trust Walden
Massachusetts
$714K -$4.5K -25 -0.6%
EI
163
Ethic Inc
New York
$711K +$163K +906 +31%
WA
164
Wealth Alliance
New York
$698K +$26.4K +147 +4%
HWA
165
HHM Wealth Advisors
Tennessee
$686K +$14.4K +80 +2%
Connor, Clark & Lunn Investment Management (CC&L)
166
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$681K +$661K +3,674 New
BPA
167
Beacon Pointe Advisors
California
$680K +$64.4K +358 +11%
DWT
168
Dorsey & Whitney Trust
South Dakota
$678K +$13.5K +75 +2%
ACA
169
Atlas Capital Advisors
Wyoming
$670K +$190K +1,056 +41%
1WA
170
180 Wealth Advisors
Washington
$662K +$4.14K +23 +0.7%
Millennium Management
171
Millennium Management
New York
$652K -$3.17M -17,635 -83%
PFS
172
Physicians Financial Services
North Carolina
$636K
SFA
173
Sequoia Financial Advisors
Ohio
$635K +$617K +3,429 New
SRC
174
Sage Rhino Capital
California
$625K +$97.7K +543 +19%
MNBTD
175
Moody National Bank Trust Division
Texas
$610K -$4.12M -22,897 -87%