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Name Holding Trade Value Shares
Change
Change in
Stake
PG
251
Pendal Group
Australia
$415K -$122K -1,869 -21%
CT
252
Chicago Trust
Illinois
$414K +$43.8K +670 +11%
GWM
253
Geneos Wealth Management
Colorado
$402K -$49.1K -751 -10%
PGH
254
Partners Group Holding
Switzerland
$400K
DekaBank Deutsche Girozentrale
255
DekaBank Deutsche Girozentrale
Germany
$390K +$15.6K +239 +4%
HGERS
256
Householder Group Estate & Retirement Specialist
Arizona
$379K +$421K +6,431 New
ARMT
257
Amica Retiree Medical Trust
Rhode Island
$375K
IAA
258
Independent Advisor Alliance
North Carolina
$364K +$30.1K +460 +8%
SC
259
Solstein Capital
California
$362K
BRC
260
Bell Rock Capital
Delaware
$361K +$434K +6,632 New
APP
261
Alpha Paradigm Partners
Illinois
$341K -$62.6K -958 -14%
PTP
262
Platform Technology Partners
New York
$341K -$57.5K -880 -13%
MCC
263
Malaga Cove Capital
California
$341K +$154K +2,358 +69%
AIM
264
Alhambra Investment Management
Florida
$340K +$57.3K +876 +18%
LSA
265
Lion Street Advisors
Texas
$339K +$25.5K +390 +7%
WF
266
WoodTrust Financial
Wisconsin
$339K +$82.1K +1,255 +28%
MIM
267
MTM Investment Management
South Carolina
$330K -$16.7K -255 -4%
CG
268
Caprock Group
Idaho
$327K +$126K +1,922 +53%
FWM
269
Focused Wealth Management
New York
$318K +$93.5K +1,430 +36%
XS
270
XR Securities
Illinois
$309K +$25.1K +384 +8%
ACM
271
AlphaCrest Capital Management
New York
$303K +$133K +2,038 +66%
IWC
272
Integrated Wealth Concepts
Massachusetts
$302K -$26.1K -399 -7%
S
273
Seeyond
France
$302K +$253K +3,871 +308%
PP
274
Prudential plc
United Kingdom
$294K +$326K +4,987 New
Franklin Resources
275
Franklin Resources
California
$283K -$137M -2,098,931 -100%