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Name Holding Trade Value Shares
Change
Change in
Stake
Perigon Wealth Management
301
Perigon Wealth Management
California
$270K +$261K +1,925 New
NVCHI
302
New Vernon Capital Holdings II
New Jersey
$256K +$1.76K +13 +0.7%
CFD
303
Creative Financial Designs
Indiana
$256K +$30.5K +225 +14%
SWA
304
SFMG Wealth Advisors
Texas
$255K – – –
Empower Advisory Group
305
Empower Advisory Group
Colorado
$251K +$240K +1,775 New
Advisory Services Network
306
Advisory Services Network
Georgia
$248K +$82.4K +608 +53%
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$235K +$227K +1,674 New
CC
308
Cipher Capital
New York
$232K -$253K -1,870 -53%
AE Wealth Management
309
AE Wealth Management
Kansas
$232K +$223K +1,648 New
Aquatic Capital Management
310
Aquatic Capital Management
Illinois
$225K +$217K +1,600 New
VI
311
Versor Investments
New York
$225K +$217K +1,600 New
FRM
312
Fox Run Management
Connecticut
$221K +$213K +1,572 New
C
313
Covestor
United Kingdom
$220K -$49.7K -367 -19%
Vanguard Personalized Indexing Management
314
Vanguard Personalized Indexing Management
California
$218K +$210K +1,549 New
LCM
315
Lattice Capital Management
Washington
$211K +$203K +1,500 New
Pinnacle Associates
316
Pinnacle Associates
New York
$210K +$202K +1,492 New
PCM
317
Prelude Capital Management
New York
$210K +$202K +1,492 New
State of Tennessee, Department of Treasury
318
State of Tennessee, Department of Treasury
Tennessee
$209K +$202K +1,491 New
BC
319
Barnett & Company
Tennessee
$208K +$201K +1,480 New
Diversified Trust
320
Diversified Trust
Tennessee
$205K +$198K +1,461 New
DFCM
321
Dark Forest Capital Management
Puerto Rico
$200K -$29.5K -218 -13%
Amundi
322
Amundi
France
$168K -$24.4K -180 -12%
Blue Trust Inc
323
Blue Trust Inc
Georgia
$162K +$70.9K +523 +58%
KI
324
Kapitalo Investimentos
Brazil
$140K +$135K +996 New
CM
325
Cornerstone Management
Georgia
$139K -$18.6K -137 -12%