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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
351
Creative Planning
Kansas
$257K -$116K -2,097 -32%
MC
352
Moors & Cabot
Massachusetts
$256K
MAFM
353
Mid Atlantic Financial Management
Pennsylvania
$255K
DT
354
Diversified Trust
Tennessee
$254K +$246K +4,470 New
Cetera Investment Advisers
355
Cetera Investment Advisers
Illinois
$251K +$30.3K +550 +14%
TCM
356
Teza Capital Management
Illinois
$251K +$243K +4,407 New
IRF
357
IBM Retirement Fund
New York
$247K -$51.3K -930 -18%
FCBT
358
First Citizens Bank & Trust
North Carolina
$247K -$43.1K -782 -15%
GWM
359
Geneos Wealth Management
Colorado
$237K -$5.51K -100 -2%
M&T Bank
360
M&T Bank
New York
$236K -$992 -18 -0.4%
OQS
361
Occudo Quantitative Strategies
Florida
$218K +$211K +3,825 New
CIA
362
Choate Investment Advisors
Massachusetts
$214K +$207K +3,763 New
6M
363
6 Meridian
Kansas
$211K -$6.28K -114 -3%
PIA
364
Pinion Investment Advisors
Kansas
$210K +$204K +3,700 New
ISL
365
Ingalls & Snyder LLC
New York
$209K
ASN
366
Advisory Services Network
Georgia
$205K -$11K -200 -5%
EVM
367
Eaton Vance Management
Massachusetts
$204K +$162K +2,932 +448%
CFA
368
Carroll Financial Associates
North Carolina
$203K +$171K +3,096 +633%
NA
369
NewEdge Advisors
Louisiana
$202K -$11K -200 -5%
SM
370
SG3 Management
Puerto Rico
$199K +$193K +3,500 New
FDCDDQ
371
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K
AIC
372
Ayalon Insurance Company
Israel
$143K -$1.15M -20,850 -89%
HIA
373
Harbor Investment Advisory
Maryland
$137K
CFB
374
Cullen/Frost Bankers
Texas
$131K -$17.6K -320 -12%
SFO
375
Standard Family Office
South Dakota
$123K