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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
401
Fortis Capital Advisors
Kansas
$387K +$365K +4,433 New
GI
402
GAMMA Investing
California
$385K +$15.7K +191 +5%
OWM
403
Opes Wealth Management
California
$385K -$24.7K -300 -6%
IWC
404
Integrated Wealth Concepts
Massachusetts
$385K +$363K +4,413 New
SMDAM
405
Sumitomo Mitsui DS Asset Management
Japan
$381K -$1.22M -14,774 -77%
BP
406
Ballentine Partners
Massachusetts
$374K -$117K -1,419 -25%
CIA
407
Concurrent Investment Advisors
Florida
$374K +$353K +4,289 New
OC
408
Oppenheimer & Co
New York
$373K -$108K -1,310 -23%
ECM
409
Everence Capital Management
Indiana
$372K – – –
WT
410
Washington Trust
Rhode Island
$371K -$25.2K -306 -7%
SC
411
Savant Capital
Illinois
$368K +$9.71K +118 +3%
PTP
412
Platform Technology Partners
New York
$367K -$3.29K -40 -0.9%
BHCM
413
Brevan Howard Capital Management
Jersey
$367K -$446K -5,428 -56%
RA
414
Ransom Advisory
Rhode Island
$366K -$41.1K -500 -11%
BIAS
415
Beacon Investment Advisory Services
New Jersey
$358K +$19.1K +232 +6%
CI
416
CX Institutional
Indiana
$352K +$6.99K +85 +2%
RIL
417
Rothschild Investment LLC
Illinois
$351K -$4.93K -60 -1%
MIFH
418
Migdal Insurance & Financial Holdings
Israel
$349K -$165K -2,000 -33%
IWA
419
IVC Wealth Advisors
Pennsylvania
$342K -$19.4K -236 -6%
MEAC
420
M.E. Allison & Co
Texas
$342K – – –
FFM
421
Forum Financial Management
Illinois
$339K +$320K +3,887 New
MSA
422
MUFG Securities Americas
New York
$338K +$740 +9 +0.2%
Cambridge Investment Research Advisors
423
Cambridge Investment Research Advisors
Iowa
$336K +$27.5K +334 +9%
OIA
424
OneDigital Investment Advisors
Kansas
$335K +$97K +1,179 +44%
Squarepoint
425
Squarepoint
New York
$335K -$1.47M -17,842 -82%