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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
326
HB Wealth Management
Georgia
$571K -$210K -2,513 -25%
RhumbLine Advisers
327
RhumbLine Advisers
Massachusetts
$568K +$9.18K +110 +1%
AO
328
Advisor OS
Illinois
$563K +$191K +2,283 +43%
Cambridge Investment Research Advisors
329
Cambridge Investment Research Advisors
Iowa
$556K +$48.2K +577 +8%
QWM
330
Quadcap Wealth Management
Texas
$545K -$103K -1,230 -14%
N
331
Numerai
California
$542K +$607K +7,279 New
ATC
332
Argent Trust Co
Tennessee
$534K -$2.5K -30 -0.4%
CCM
333
Coldstream Capital Management
Washington
$531K +$51.4K +616 +9%
LNWWM
334
Laird Norton Wetherby Wealth Management
California
$526K -$103K -1,234 -15%
DP
335
Dearborn Partners
Illinois
$525K +$110K +1,319 +23%
Thrivent Financial for Lutherans
336
Thrivent Financial for Lutherans
Minnesota
$519K +$17.3K +207 +3%
YCM
337
Yousif Capital Management
Michigan
$504K -$127K -1,520 -18%
Fayez Sarofim & Co
338
Fayez Sarofim & Co
Texas
$500K +$560K +6,709 New
OIA
339
OneDigital Investment Advisors
Kansas
$498K +$289K +3,468 +108%
CG
340
Caprock Group
Idaho
$493K +$515K +6,176 New
AWM
341
Apollon Wealth Management
South Carolina
$490K -$8.1K -97 -1%
AC
342
AlphaCore Capital
California
$490K +$343K +4,111 +167%
MDA
343
Minot DeBlois Advisors
Massachusetts
$484K +$64.1K +768 +13%
HAG
344
HighPoint Advisor Group
Illinois
$477K -$81.4K -975 -13%
P
345
Pitcairn
Pennsylvania
$476K -$348K -4,175 -40%
BG
346
Bahl & Gaynor
Ohio
$467K -$43.4K -520 -8%
HS
347
HighVista Strategies
Massachusetts
$466K +$145K +1,739 +28%
SC
348
Syon Capital
California
$462K +$14.1K +169 +3%
HCP
349
Holt Capital Partners
Texas
$460K +$9.18K +110 +2%
State Street
350
State Street
Massachusetts
$456K