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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
501
Prospera Financial Services
Texas
$458K +$139K +757 +42%
QT
502
Quantamental Technologies
New York
$451K +$461K +2,519 New
Nomura Holdings
503
Nomura Holdings
Japan
$444K +$239K +1,305 +109%
AIA
504
Affinity Investment Advisors
California
$439K +$48.9K +267 +12%
BTW
505
Boston Trust Walden
Massachusetts
$438K +$448K +2,449 New
SS
506
Simplicity Solutions
Minnesota
$435K -$792K -4,329 -64%
MPCG
507
Matrix Private Capital Group
New York
$432K -$3.66K -20 -0.8%
EF
508
Empirical Finance
Pennsylvania
$432K +$51.2K +280 +13%
CI
509
Cigna Investments
Connecticut
$424K -$134K -731 -24%
EWA
510
EP Wealth Advisors
California
$417K +$22.1K +121 +5%
NIG
511
NFJ Investment Group
Texas
$409K -$62.8K -343 -13%
SB
512
Strategic Blueprint
Georgia
$408K -$65.5K -358 -14%
WA
513
Wealth Alliance
New York
$407K +$45.6K +249 +12%
MG
514
Mather Group
Illinois
$405K – – –
IA
515
IndexIQ Advisors
New York
$402K -$3.23M -17,667 -89%
Brown Advisory
516
Brown Advisory
Maryland
$401K +$190K +1,038 +86%
OC
517
Oppenheimer & Co
New York
$396K +$183 +1 +0%
YMRC
518
Yorktown Management & Research Company
Virginia
$394K – – –
GT
519
Greenleaf Trust
Michigan
$392K +$15.7K +86 +4%
FCI
520
Financial Counselors Inc
Kansas
$390K -$212K -1,156 -35%
Northwestern Mutual Wealth Management
521
Northwestern Mutual Wealth Management
Wisconsin
$389K -$6.04K -33 -1%
EI
522
Ethic Inc
New York
$386K +$60.6K +331 +18%
IRF
523
IBM Retirement Fund
New York
$384K -$23.8K -130 -6%
MGP
524
Metis Global Partners
California
$384K +$173K +948 +79%
PTC
525
Private Trust Company
Ohio
$381K +$65.1K +356 +20%