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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
326
Advisory Services Network
Georgia
$508K -$68.6K -1,411 -10%
API
327
Advisor Partners II
California
$503K +$583K +12,004 New
WFI
328
West Family Investments
California
$480K +$124K +2,549 +29%
AGP
329
Autumn Glory Partners
Texas
$467K +$289K +5,940 +115%
DLCIG
330
D.L. Carlson Investment Group
New Hampshire
$459K -$63.6K -1,310 -11%
CFB
331
Cullen/Frost Bankers
Texas
$457K
1SB
332
1ST Source Bank
Indiana
$457K +$66.6K +1,370 +14%
FNT
333
First National Trust
Pennsylvania
$435K
Verition Fund Management
334
Verition Fund Management
Connecticut
$422K -$239K -4,917 -33%
BTWM
335
Baker Tilly Wealth Management
Wisconsin
$419K +$6.56K +135 +1%
AWA
336
Aaron Wealth Advisors
Illinois
$419K +$486K +10,000 New
TCMP
337
Thrive Capital Management (Pennsylvania)
Pennsylvania
$418K +$189K +3,886 +64%
OPPTF
338
OPSEU Pension Plan Trust Fund
Ontario, Canada
$398K -$24.1K -496 -5%
CL
339
CPWM LLC
Washington
$394K
CAM
340
Campion Asset Management
Virginia
$392K +$23.3K +480 +5%
KA
341
KLCM Advisors
Wisconsin
$391K +$453K +9,318 New
DMIC
342
Dixon Mitchell Investment Counsel
British Columbia, Canada
$391K -$11.9K -245 -3%
QI
343
QV Investors
Alberta, Canada
$389K
Vanguard Personalized Indexing Management
344
Vanguard Personalized Indexing Management
California
$386K -$87.6K -1,803 -16%
BW
345
Bison Wealth
Georgia
$385K +$33.4K +688 +8%
HNB
346
Huntington National Bank
Ohio
$380K -$8.11K -167 -2%
WA
347
Wealthstar Advisors
Texas
$374K -$453K -9,326 -51%
SWA
348
Sax Wealth Advisors
New Jersey
$368K -$24.3K -500 -5%
GI
349
Gradient Investments
Minnesota
$366K -$1.02K -21 -0.2%
HL
350
HeadInvest LLC
Maine
$365K +$4.13K +85 +1%