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Name Holding Trade Value Shares
Change
Change in
Stake
VCA
301
Verdence Capital Advisors
Maryland
$292K +$49.7K +1,131 +18%
MML Investors Services
302
MML Investors Services
Massachusetts
$283K -$80.1K -1,825 -20%
AT
303
American Trust
Kentucky
$282K +$316K +7,204 New
IC
304
IEQ Capital
California
$280K +$314K +7,150 New
RA
305
RFG Advisory
Alabama
$279K
VFA
306
Valeo Financial Advisors
Indiana
$279K +$13.2K +300 +4%
HW
307
Hancock Whitney
Mississippi
$277K -$4.44K -101 -1%
Franklin Resources
308
Franklin Resources
California
$275K +$15.9K +362 +5%
NB
309
Norinchukin Bank
Japan
$274K +$13.8K +314 +5%
SPWG
310
Sage Private Wealth Group
Illinois
$273K
OC
311
Oppenheimer & Co
New York
$273K +$6.46K +147 +2%
TRCT
312
Tower Research Capital (TRC)
New York
$270K +$4.92K +112 +2%
Zurich Cantonal Bank
313
Zurich Cantonal Bank
Switzerland
$266K -$32.1K -730 -10%
BCM
314
BTC Capital Management
Iowa
$266K +$8.13K +185 +3%
SI
315
Stephens Inc
Arkansas
$263K -$8.3K -189 -3%
FFG
316
Fortem Financial Group
California
$262K
WAM
317
Weatherly Asset Management
California
$262K
M&T Bank
318
M&T Bank
New York
$258K -$33.7K -767 -10%
NMERB
319
New Mexico Educational Retirement Board
New Mexico
$253K -$22K -500 -7%
PFO
320
Pathstone Family Office
New Jersey
$250K +$209K +4,769 New
API
321
Advisor Partners II
California
$250K +$280K +6,378 New
B
322
Bensler
Washington
$248K -$30.3K -689 -10%
IAA
323
Independent Advisor Alliance
North Carolina
$247K -$638K -14,522 -70%
PFS
324
Prospera Financial Services
Texas
$247K +$93.2K +2,123 +50%
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$243K +$36.4K +828 +15%