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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
526
Steward Partners Investment Advisory
New York
$97K -$11.6K -596 -11%
BCM
527
Blume Capital Management
California
$96K +$93.2K +4,800 New
First Manhattan
528
First Manhattan
New York
$93K – – –
QCG
529
Quadrant Capital Group
Ohio
$90K – – –
HFM
530
Harvest Fund Management
China
$82K +$38.9K +2,004 +96%
TL
531
TrueWealth LLC
Georgia
$79K – – –
CDIA
532
Capital Directions Investment Advisors
Georgia
$77K +$74.2K +3,824 New
RCAG
533
Rehmann Capital Advisory Group
Michigan
$74.1K -$39.5K -2,036 -36%
LC
534
Lindbrook Capital
California
$70K – – –
PG
535
Pendal Group
Australia
$69.6K +$67.2K +3,464 New
FANJ
536
Financial Architects (New Jersey)
New Jersey
$61K -$9.71K -500 -14%
DWA
537
Dougherty Wealth Advisers
Minnesota
$60K – – –
GSWM
538
Golden State Wealth Management
California
$60K – – –
CIA
539
CSat Investment Advisory
Michigan
$57K -$699 -36 -1%
AIM
540
AIA Investment Management
Singapore
$57K +$54.9K +2,828 New
Fuller & Thaler Asset Management
541
Fuller & Thaler Asset Management
California
$56K -$20.8M -1,070,924 -100%
AAP
542
Arax Advisory Partners
Colorado
$56K -$20.4K -1,052 -27%
FAM
543
Fred Alger Management
New York
$55K +$15.1K +776 +40%
PCTC
544
Perkins Coie Trust Company
Washington
$49K – – –
GLI
545
Guardian Life Insurance
New York
$47K +$466 +24 +1%
KFS
546
Kelly Financial Services
Massachusetts
$44.2K – – –
MA
547
MUFG Americas
New York
$44K – – –
ZB
548
Zions Bancorporation
Utah
$42K -$412K -21,204 -91%
CAC
549
Certified Advisory Corp
Florida
$41K – – –
PCM
550
Prelude Capital Management
New York
$40K -$156K -8,012 -80%