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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
351
Realta Investment Advisors
Delaware
$476K -$15.3K -975 -3%
IFWM
352
Institute for Wealth Management
Colorado
$475K -$470 -30 -0.1%
CFG
353
Cooper Financial Group
California
$475K – – –
IAA
354
Independent Advisor Alliance
North Carolina
$470K +$33.8K +2,160 +8%
CI
355
Cigna Investments
Connecticut
$469K – – –
AIL
356
AGF Investments LLC
Ontario, Canada
$468K +$116K +7,425 +34%
TCM
357
Tanaka Capital Management
New York
$462K -$14.6K -930 -3%
CBFP
358
Cedar Brook Financial Partners
Ohio
$462K +$939 +60 +0.2%
IUHSA
359
Itau Unibanco Holding S.A.
Brazil
$457K +$483K +30,840 New
MA
360
Menlo Advisors
California
$444K – – –
LNWWM
361
Laird Norton Wetherby Wealth Management
California
$444K +$63.2K +4,035 +17%
BAMF
362
BI Asset Management Fondsmaeglerselskab
Denmark
$443K +$35.5K +2,265 +9%
MTIM
363
Marathon Trading Investment Management
Pennsylvania
$442K +$431K +27,525 New
NAM
364
NorthCoast Asset Management
Connecticut
$440K +$4.46K +285 +1%
CA
365
Crewe Advisors
Utah
$436K – – –
AR
366
Advisory Research
Illinois
$436K +$141K +9,015 +50%
CMI
367
Clare Market Investments
Texas
$435K -$658K -42,000 -61%
WSTAM
368
Wilbanks Smith & Thomas Asset Management
Virginia
$431K -$9.39K -600 -2%
PAA
369
Peregrine Asset Advisers
Oregon
$429K +$205K +13,095 +96%
EWM
370
Empirical Wealth Management
Washington
$423K +$117K +7,500 +40%
AIC
371
Ameritas Investment Company
Nebraska
$422K +$351K +22,410 New
MCC
372
Malaga Cove Capital
California
$421K -$49.1K -3,135 -11%
WT
373
Whittier Trust
California
$419K -$83.1K -5,310 -17%
GC
374
Garde Capital
Washington
$412K – – –
OAM
375
Oppenheimer Asset Management
New York
$412K +$40.9K +2,610 +11%
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15
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