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Name Holding Trade Value Shares
Change
Change in
Stake
CAN
276
Claraphi Advisory Network
United States
$857K -$215K -13,755 -20%
AA
277
Apriem Advisors
California
$855K +$23.5K +1,500 +3%
TA
278
Tiedemann Advisors
New York
$849K +$511K +32,640 +161%
SPM
279
Symmetry Peak Management
Pennsylvania
$843K +$117K +7,500 +17%
CGL
280
Clarius Group LLC
Washington
$838K -$235 -15 -0%
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$828K -$70.7K -4,515 -8%
ECM
282
ETrade Capital Management
Virginia
$827K +$117K +7,485 +17%
CB
283
Commerce Bank
Missouri
$826K +$230K +14,685 +40%
SC
284
Scotia Capital
Ontario, Canada
$820K +$111K +7,095 +16%
AIP
285
Ameritas Investment Partners
Nebraska
$816K +$11K +705 +1%
WAM
286
Wealthspire Advisors (Maryland)
Maryland
$814K +$105K +6,720 +15%
EOJOAM
287
E. Ohman J:or Asset Management
Sweden
$795K -$517K -33,000 -40%
VFA
288
Valeo Financial Advisors
Indiana
$791K -$20.7K -1,320 -3%
AW
289
ACG Wealth
Georgia
$781K +$229K +14,610 +43%
BOS
290
Bingham Osborn & Scarborough
California
$779K -$1.88K -120 -0.2%
OWM
291
Opes Wealth Management
California
$776K
IWC
292
Integrated Wealth Concepts
Massachusetts
$762K +$120K +7,635 +19%
KIA
293
KCM Investment Advisors
California
$738K -$62.2K -3,975 -8%
CL
294
CPWM LLC
Washington
$738K +$9.63K +615 +1%
IC
295
Inverness Counsel
New York
$720K +$702K +44,820 New
COI
296
Connable Office Inc
Michigan
$712K
HAG
297
HighPoint Advisor Group
Illinois
$711K -$49.8K -3,180 -9%
EWM
298
Evercore Wealth Management
New York
$710K -$9.86K -630 -1%
FHA
299
Flagship Harbor Advisors
Massachusetts
$709K +$39.2K +2,505 +6%
IRF
300
IBM Retirement Fund
New York
$703K -$6.11K -390 -0.9%