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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
851
Level Four Advisory Services
Texas
$209K +$194K +1,215 New
LF
852
Lantz Financial
Illinois
$207K +$192K +1,203 New
OWA
853
Octavia Wealth Advisors
Ohio
$206K -$9.56K -60 -5%
First Manhattan
854
First Manhattan
New York
$206K – – –
WMA
855
Wealth Management Associates
New Jersey
$203K +$188K +1,181 New
GLA
856
Good Life Advisors
Pennsylvania
$202K +$188K +1,178 New
MSAM
857
Moloney Securities Asset Management
Missouri
$200K -$10.4K -65 -5%
AC
858
ASB Consultores
Florida
$200K +$186K +1,167 New
ZB
859
Zions Bancorporation
Utah
$197K -$44.6K -280 -20%
S
860
Seeyond
France
$193K -$3.66K -23 -2%
Ohio Public Employees Retirement System (OPERS)
861
Ohio Public Employees Retirement System (OPERS)
Ohio
$190K +$46K +289 +35%
IPAM
862
ICICI Prudential Asset Management
India
$185K +$33.6K +211 +25%
TSWM
863
Tyler-Stone Wealth Management
Ohio
$178K -$47.8K -300 -22%
AG
864
AIA Group
Hong Kong
$177K +$78.2K +491 +91%
FCA
865
FinTrust Capital Advisors
South Carolina
$176K -$11.9K -75 -7%
HNWAG
866
High Net Worth Advisory Group
Florida
$176K – – –
TFS
867
TrustCore Financial Services
Tennessee
$172K – – –
CT
868
Caldwell Trust
Florida
$171K – – –
CA
869
Clearstead Advisors
Ohio
$166K +$44.1K +277 +40%
HFM
870
Harvest Fund Management
China
$166K +$106K +664 +218%
CFD
871
Creative Financial Designs
Indiana
$160K +$20.2K +127 +16%
CAGAS
872
Capital Advisory Group Advisory Services
Minnesota
$159K -$1.37M -8,608 -90%
GEA
873
Glen Eagle Advisors
New Jersey
$157K – – –
RE
874
RBC Europe
United Kingdom
$155K +$44.9K +282 +46%
VFA
875
Valeo Financial Advisors
Indiana
$154K -$9.72K -61 -6%