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Name Holding Trade Value Shares
Change
Change in
Stake
S
476
SignatureFD
Georgia
$795K -$31.3K -204 -3%
PFPT
477
Pinnacle Financial Partners (Tennessee)
Tennessee
$789K -$114K -745 -12%
RC
478
RegentAtlantic Capital
New Jersey
$789K +$41.5K +271 +5%
SC
479
Scotia Capital
Ontario, Canada
$788K +$597K +3,899 +221%
Carson Wealth (CWM LLC)
480
Carson Wealth (CWM LLC)
Nebraska
$785K -$23.4M -152,405 -96%
OQS
481
Occudo Quantitative Strategies
Florida
$783K -$461K -3,010 -35%
FBT
482
First Bank & Trust
South Dakota
$782K +$862K +5,626 New
VWM
483
Venturi Wealth Management
Texas
$778K +$281K +1,834 +49%
SSB
484
Sandy Spring Bank
Maryland
$776K
DSAM
485
Dock Street Asset Management
Florida
$759K +$837K +5,459 New
TI
486
Trexquant Investment
Connecticut
$757K +$834K +5,443 New
APA
487
American Portfolios Advisors
New York
$755K -$28.8K -188 -3%
AIL
488
AGF Investments LLC
Ontario, Canada
$755K +$62.4K +407 +8%
Thrivent Financial for Lutherans
489
Thrivent Financial for Lutherans
Minnesota
$752K -$3.08M -20,095 -79%
CFB
490
Cullen/Frost Bankers
Texas
$734K -$126K -820 -13%
BPA
491
Beacon Pointe Advisors
California
$729K +$311K +2,029 +63%
HSA
492
Hussman Strategic Advisors
Maryland
$723K
GAM
493
Gotham Asset Management
New York
$723K +$607K +3,962 +321%
KNW
494
Kesler Norman & Wride
Utah
$720K +$7.97K +52 +1%
VCM
495
Viewpoint Capital Management
Washington
$718K -$45.8K -299 -5%
MSFP
496
Mark Sheptoff Financial Planning
Connecticut
$709K
FTDI
497
First Trust Direct Indexing
Massachusetts
$708K -$127K -827 -14%
TF
498
Tompkins Financial
New York
$703K +$732K +4,774 +1,693%
MWM
499
Mission Wealth Management
California
$702K +$90K +587 +13%
CCG
500
Ceeto Capital Group
Florida
$695K