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Name Holding Trade Value Shares
Change
Change in
Stake
CA
576
Continuum Advisory
Idaho
$604K +$47K +175 +9%
MAM
577
Meeder Asset Management
Ohio
$599K +$20.1K +75 +4%
Capital Analysts LLC
578
Capital Analysts LLC
Pennsylvania
$595K – – –
Beacon Pointe Advisors
579
Beacon Pointe Advisors
California
$594K +$160K +596 +40%
PFM
580
Parsec Financial Management
North Carolina
$591K – – –
Parallel Advisors
581
Parallel Advisors
California
$586K +$45.7K +170 +9%
Y-Intercept (HK)
582
Y-Intercept (HK)
Hong Kong
$582K -$179K -667 -25%
LWAM
583
Legacy Wealth Asset Management
Minnesota
$582K -$9.13K -34 -2%
CCA
584
Checchi Capital Advisers
California
$577K -$63.4K -236 -10%
LA
585
LVW Advisors
New York
$576K -$4.03K -15 -0.7%
Tokio Marine Asset Management
586
Tokio Marine Asset Management
Japan
$574K +$98.9K +368 +22%
TIM
587
Thompson Investment Management
Wisconsin
$572K – – –
PMFA
588
Plante Moran Financial Advisors
Michigan
$572K +$11.6K +43 +2%
VCM
589
Vigilant Capital Management
Maine
$569K +$43.8K +163 +9%
CGL
590
Clarius Group LLC
Washington
$564K +$41.1K +153 +8%
Lido Advisors
591
Lido Advisors
California
$558K +$14.5K +54 +3%
Capital Investment Advisors
592
Capital Investment Advisors
Georgia
$554K -$3.76K -14 -0.7%
FBFS
593
First Business Financial Services
Wisconsin
$549K – – –
APA
594
American Portfolios Advisors
New York
$548K +$44.1K +164 +9%
Dynamic Advisor Solutions
595
Dynamic Advisor Solutions
Arizona
$546K +$41.6K +155 +9%
LAM
596
Lountzis Asset Management
Pennsylvania
$543K – – –
RW
597
Rede Wealth
Virginia
$542K – – –
IC
598
Inverness Counsel
New York
$541K +$240K +895 +90%
VF
599
Virtu Financial
New York
$540K +$508K +1,891 New
Quadrant Capital Group
600
Quadrant Capital Group
Ohio
$525K +$20.7K +77 +4%