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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
451
Boston Family Office
Massachusetts
$377K – – –
MWM
452
Meridian Wealth Management
Kentucky
$373K +$35.6K +1,545 +10%
WAM
453
Wealthspire Advisors (Maryland)
Maryland
$370K +$290K +12,585 +342%
CL
454
CPWM LLC
Washington
$369K +$32.9K +1,425 +10%
CS
455
Cannell & Spears
New York
$368K – – –
KHCM
456
Kettle Hill Capital Management
New York
$366K +$105K +4,545 +39%
SW
457
SVB Wealth
Massachusetts
$365K +$141K +6,105 +61%
HK
458
Horizon Kinetics
New York
$359K -$3.81K -165 -1%
MUS
459
Mitsubishi UFJ Securities
Japan
$358K +$38.1K +1,650 +12%
SFA
460
Sequoia Financial Advisors
Ohio
$355K +$11.8K +510 +3%
FHA
461
Flagship Harbor Advisors
Massachusetts
$353K +$17.6K +765 +5%
EWA
462
EP Wealth Advisors
California
$352K -$55.7K -2,415 -13%
VIA
463
Vident Investment Advisory
Georgia
$352K +$357K +15,480 New
AGM
464
Alpine Global Management
New York
$349K +$354K +15,345 New
FTI
465
Fiduciary Trust International
Massachusetts
$348K – – –
RWA
466
Ropes Wealth Advisors
Massachusetts
$345K – – –
LSA
467
L & S Advisors
California
$341K -$1.14M -49,590 -77%
AF
468
Allworth Financial
California
$341K +$7.96K +345 +2%
ASN
469
Advisory Services Network
Georgia
$338K +$158K +6,855 +86%
SMC
470
Smith, Moore & Co
Missouri
$332K +$121K +5,250 +56%
W
471
Wealthfront
California
$330K +$99.7K +4,320 +42%
HA
472
Harfst & Associates
Wyoming
$328K -$7.61K -330 -2%
WA
473
Wealth Architects
California
$323K +$111K +4,800 +51%
DAM
474
Doheny Asset Management
California
$322K -$166K -7,200 -34%
MCC
475
Malaga Cove Capital
California
$318K +$58.8K +2,550 +22%
17 18
19
20 21