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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
301
Vanguard Personalized Indexing Management
California
$270K +$1.7K +30 +0.6%
SCM
302
Shelton Capital Management
Colorado
$269K +$17.9K +315 +6%
CIC
303
Carnegie Investment Counsel
Ohio
$268K
CL
304
Choreo LLC
Illinois
$265K -$25.5K -450 -8%
OAM
305
Oxford Asset Management
United Kingdom
$254K +$277K +4,887 New
SB
306
SIG Brokerage
New York
$246K +$269K +4,736 New
HSBC Holdings
307
HSBC Holdings
United Kingdom
$246K -$1.09M -19,186 -80%
HI
308
Harbour Investments
Wisconsin
$245K +$3.06K +54 +1%
DA
309
Dover Advisors
Virginia
$245K +$267K +4,706 New
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$242K -$27K -476 -9%
FTWA
311
Fifth Third Wealth Advisors
Ohio
$241K +$908 +16 +0.3%
Vontobel Holding
312
Vontobel Holding
Switzerland
$233K -$128K -2,253 -33%
BBVA
313
Banco Bilbao Vizcaya Argentaria
Spain
$224K +$252K +4,433 New
CIA
314
Concurrent Investment Advisors
Florida
$219K -$170 -3 -0.1%
EI
315
Ellevest Inc
New York
$218K -$116K -2,039 -33%
SFA
316
Sequoia Financial Advisors
Ohio
$217K -$46.4K -817 -16%
ETS
317
ESL Trust Services
New York
$208K
CIBC Asset Management
318
CIBC Asset Management
Ontario, Canada
$207K +$3.75K +66 +2%
FFM
319
Forum Financial Management
Illinois
$203K +$568 +10 +0.3%
Russell Investments Group
320
Russell Investments Group
United Kingdom
$191K +$47K +828 +29%
GI
321
GAMMA Investing
California
$181K +$55.6K +979 +39%
ACM
322
Aster Capital Management
United Arab Emirates
$153K +$150K +2,634 New
Lazard Asset Management
323
Lazard Asset Management
New York
$149K +$164K +2,893 New
OA
324
Operose Advisors
Wisconsin
$145K +$159K +2,794 New
FM
325
Freemont Management
Switzerland
$135K -$17K -300 -10%