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Name Holding Trade Value Shares
Change
Change in
Stake
LS
526
Livforsakringsbolaget Skandia
Sweden
$407K +$117K +4,000 +45%
RHBC
527
R.H. Bluestein & Co
Michigan
$406K
HVM
528
Harvest Volatility Management
Connecticut
$404K +$370K +12,684 New
WFC
529
Western Financial Corp
California
$402K +$369K +12,648 New
EI
530
Ethic Inc
New York
$400K +$366K +12,568 New
WA
531
Wambolt & Associates
Colorado
$394K
LWAM
532
Legacy Wealth Asset Management
Minnesota
$389K +$357K +12,240 New
GIA
533
Gladstone Institutional Advisory
Florida
$387K +$354K +12,152 New
HCMT
534
Highland Capital Management (Tennessee)
Tennessee
$382K -$210K -7,200 -38%
AWCI
535
Alpine Woods Capital Investors
New York
$382K +$35K +1,200 +11%
NIM
536
Northeast Investment Management
Massachusetts
$380K
JWM
537
JGP Wealth Management
Oregon
$380K +$61.4K +2,108 +19%
SC
538
Sepio Capital
Utah
$378K
BA
539
Bellwether Advisors
Nebraska
$375K +$344K +11,800 New
HBT
540
Heartland Bank & Trust
Illinois
$370K +$338K +11,616 New
OWA
541
One Wealth Advisors
California
$369K +$19K +652 +6%
AF
542
Allworth Financial
California
$368K
CI
543
Conning Inc
Connecticut
$361K +$1.17K +40 +0.4%
LSAG
544
Lake Street Advisors Group
New Hampshire
$360K -$5.01K -172 -1%
MSRPS
545
Maryland State Retirement & Pension System
Maryland
$360K +$387K +13,288 New
HBT
546
Hills Bank & Trust
Iowa
$356K
BTWM
547
Baker Tilly Wealth Management
Wisconsin
$355K +$325K +11,164 New
AWM
548
AE Wealth Management
Kansas
$349K +$15.7K +540 +5%
UB
549
UMB Bank
Missouri
$347K +$21.1K +724 +7%
WA
550
WESPAC Advisors
California
$346K +$317K +10,880 New