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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
326
Morningstar Investment Management
Illinois
$432K +$26.5K +462 +6%
BHPW
327
Beverly Hills Private Wealth
California
$423K +$273K +4,774 +180%
CFAM
328
Center For Asset Management
Florida
$420K +$103K +1,800 +32%
HSA
329
HBK Sorce Advisory
Pennsylvania
$419K -$436K -7,615 -51%
PAS
330
Park Avenue Securities
New York
$416K +$118K +2,061 +39%
SEC
331
Seven Eight Capital
New York
$415K +$418K +7,299 New
LOAMS
332
Lombard Odier Asset Management (Switzerland)
Switzerland
$412K +$71.6K +1,250 +21%
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$408K -$22.3M -389,549 -98%
Vanguard Personalized Indexing Management
334
Vanguard Personalized Indexing Management
California
$399K -$134K -2,340 -25%
PA
335
Procyon Advisors
Connecticut
$395K +$102K +1,780 +34%
CA
336
Cetera Advisors
Colorado
$392K -$250K -4,358 -39%
ABLA
337
Alan B. Lancz & Associates
Ohio
$389K – – –
OP
338
ORG Partners
Indiana
$389K +$391K +6,835 New
UB
339
UMB Bank
Missouri
$388K – – –
USAA
340
United Services Automobile Association
Texas
$385K -$247K -4,318 -39%
AssetMark Inc
341
AssetMark Inc
California
$384K +$265K +4,629 +218%
CC
342
Corton Capital
Ontario, Canada
$378K +$143K +2,490 +60%
WA
343
Waddell & Associates
Tennessee
$368K -$10.6K -185 -3%
AF
344
Allworth Financial
California
$358K -$12.4K -216 -3%
CS
345
Comerica Securities
Michigan
$358K +$167K +2,919 +87%
KAS
346
Kestra Advisory Services
Texas
$352K -$1.58M -27,621 -82%
TRCT
347
Tower Research Capital (TRC)
New York
$349K -$6.13K -107 -2%
EFI
348
EHP Funds Inc
Canada
$346K +$75.6K +1,320 +28%
MAS
349
Meeder Advisory Services
Ohio
$344K -$131K -2,294 -27%
ATC
350
Argent Trust Co
Tennessee
$339K +$73.3K +1,280 +27%