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Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
526
KeyBank National Association
Ohio
$359K +$90.8K +454 +35%
BFS
527
Bradley Foster & Sargent
Connecticut
$357K +$60K +300 +21%
IC
528
IEQ Capital
California
$357K +$350K +1,749 New
AF
529
Advisornet Financial
Minnesota
$353K +$20K +100 +6%
MGWM
530
Marks Group Wealth Management
Minnesota
$353K +$346K +1,730 New
ACG
531
Allen Capital Group
Nebraska
$347K +$200 +1 +0.1%
IAIM
532
International Assets Investment Management
Florida
$345K -$268K -1,339 -44%
HI
533
Harbour Investments
Wisconsin
$340K -$21.4K -107 -6%
Cerity Partners
534
Cerity Partners
New York
$340K +$46.6K +233 +16%
BSW
535
Buckingham Strategic Wealth
Missouri
$339K +$332K +1,661 New
DA
536
Duality Advisers
Florida
$335K -$7.63M -38,155 -96%
WFI
537
West Family Investments
California
$331K +$325K +1,622 New
WKWM
538
Walter & Keenan Wealth Management
Indiana
$326K
SXL
539
Summit X LLC
Missouri
$326K +$29K +145 +10%
CAPTRUST Financial Advisors
540
CAPTRUST Financial Advisors
North Carolina
$322K -$31K -155 -9%
RIM
541
Regent Investment Management
Kentucky
$321K -$8K -40 -2%
OR
542
Olympiad Research
Connecticut
$317K
V
543
Veritable
Delaware
$317K
NAM
544
Nissay Asset Management
Japan
$315K +$20K +100 +7%
CP
545
Covenant Partners
Tennessee
$314K
AIA
546
Avalon Investment & Advisory
Texas
$314K +$6.8K +34 +2%
SC
547
Scotia Capital
Ontario, Canada
$310K -$1.5M -7,487 -83%
HCM
548
Hollencrest Capital Management
California
$310K +$304K +1,520 New
ER
549
Enlightenment Research
Florida
$306K +$300K +1,500 New
FAM
550
Formidable Asset Management
Ohio
$303K +$75.4K +377 +34%