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Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
401
Rehmann Capital Advisory Group
Michigan
$487K -$39.9K -1,965 -8%
JSA
402
Jacobson & Schmitt Advisors
Wisconsin
$487K – – –
CCM
403
Covington Capital Management
California
$479K -$3.05K -150 -0.7%
WSFS
404
Wilmington Savings Fund Society
Delaware
$474K +$421K +20,730 New
AAM
405
Azzad Asset Management
Virginia
$472K +$69.2K +3,405 +20%
LNC
406
Lincoln National Corp
Pennsylvania
$472K +$6.1K +300 +1%
AWM
407
Avitas Wealth Management
California
$472K +$419K +20,640 New
WP
408
WMS Partners
Maryland
$469K – – –
AL
409
Aspiriant LLC
California
$464K +$412K +20,280 New
NWP
410
Northstar Wealth Partners
Connecticut
$462K -$56.7K -2,790 -12%
EWA
411
EP Wealth Advisors
California
$460K +$64K +3,150 +19%
LWCFA
412
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$458K -$10.7K -525 -3%
GW
413
GW & Wade
Massachusetts
$458K +$19.2K +945 +5%
CB
414
Commerce Bank
Missouri
$457K -$5.18K -255 -1%
YWP
415
YorkBridge Wealth Partners
New York
$457K – – –
PA
416
Pinnacle Associates
New York
$446K -$509K -25,050 -56%
HWA
417
HCR Wealth Advisors
California
$444K -$35.7K -1,755 -8%
AIM
418
Achmea Investment Management
Netherlands
$441K -$994K -48,915 -72%
SMFS
419
Squar Milner Financial Services
California
$438K – – –
TMAM
420
Tokio Marine Asset Management
Japan
$437K -$67.1K -3,300 -15%
IUHSA
421
Itau Unibanco Holding S.A.
Brazil
$432K +$386K +19,005 New
LOAME
422
Lombard Odier Asset Management (Europe)
United Kingdom
$431K -$15.5K -765 -4%
WAM
423
Wealthspire Advisors (Maryland)
Maryland
$429K -$20.4K -1,005 -5%
CBOA
424
Commonwealth Bank of Australia
Australia
$429K +$5.49K +270 +1%
PA
425
Parallel Advisors
California
$425K -$18K -885 -5%
15 16
17
18 19