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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$366K
LFAS
227
Level Four Advisory Services
Texas
$362K +$46K +400 +15%
Mackenzie Financial
228
Mackenzie Financial
Ontario, Canada
$360K +$140K +1,219 +67%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$354K -$38.6K -336 -10%
Vanguard Personalized Indexing Management
230
Vanguard Personalized Indexing Management
California
$353K +$343K +2,986 New
Cetera Investment Advisers
231
Cetera Investment Advisers
Illinois
$351K +$13.7K +119 +4%
HSA
232
HBK Sorce Advisory
Pennsylvania
$345K -$48.1K -419 -13%
Commonwealth Equity Services
233
Commonwealth Equity Services
Massachusetts
$337K -$55K -479 -14%
PA
234
Parallel Advisors
California
$334K -$4.71K -41 -1%
SCM
235
Silvant Capital Management
Georgia
$333K +$170K +1,479 +110%
MF
236
Magnetar Financial
Illinois
$321K +$48.6K +423 +18%
ASN
237
Advisory Services Network
Georgia
$319K -$6.89K -60 -2%
Walleye Trading
238
Walleye Trading
New York
$308K +$299K +2,606 New
OCM
239
One Capital Management
California
$307K -$19.8K -172 -6%
CIM
240
CIM Investment Management
Pennsylvania
$303K
SLT
241
St Louis Trust
Missouri
$299K
X
242
Xponance
Pennsylvania
$298K -$47.8K -416 -14%
HWMA
243
Heritage Wealth Management (Arizona)
Arizona
$298K -$12.8K -111 -4%
PTC
244
Philadelphia Trust Company
Pennsylvania
$283K -$23K -200 -8%
Franklin Resources
245
Franklin Resources
California
$276K +$12.1K +105 +5%
HSBC Holdings
246
HSBC Holdings
United Kingdom
$274K +$266K +2,312 New
FC
247
FORA Capital
Florida
$273K -$79.2K -689 -23%
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$273K +$22.5K +196 +9%
FC
249
Financial Consulate
Maryland
$270K +$29.2K +254 +12%
WMA
250
Wealth Management Associates
New Jersey
$268K -$19.9K -173 -7%