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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
901
ABLE Financial Group
Arizona
$258K
Marshall Wace
902
Marshall Wace
United Kingdom
$258K -$29.3M -513,797 -99%
GM
903
GeoWealth Management
Illinois
$257K -$26.6K -467 -9%
Los Angeles Capital Management
904
Los Angeles Capital Management
California
$255K
PF
905
Phoenix Financial
Israel
$254K +$25.3K +445 +11%
MCWA
906
Meadow Creek Wealth Advisors
Georgia
$253K -$4.16K -73 -2%
BAM
907
Blueshift Asset Management
New Jersey
$252K -$507K -8,909 -67%
WB
908
WesBanco Bank
West Virginia
$252K
CHP
909
Cable Hill Partners
Oregon
$252K
FWA
910
FSM Wealth Advisors
Ohio
$250K +$4.56K +80 +2%
HA
911
Harfst & Associates
Wyoming
$250K -$95K -1,668 -28%
C
912
Covestor
United Kingdom
$249K +$2.39K +42 +1%
FHA
913
Flagship Harbor Advisors
Massachusetts
$246K
SCM
914
Stevens Capital Management
Pennsylvania
$245K +$243K +4,261 New
FC
915
Forte Capital
New York
$243K
TA
916
TrueWealth Advisors
Alabama
$243K +$171 +3 +0.1%
IFG
917
Independent Financial Group
California
$243K +$10.9K +191 +5%
CPA
918
Capital Planning Advisors
California
$243K -$854 -15 -0.4%
GL
919
Graypoint LLC
New York
$242K +$240K +4,214 New
CGL
920
Clarius Group LLC
Washington
$242K +$2.62K +46 +1%
CWM
921
Cherrydale Wealth Management
New Jersey
$241K
BOH
922
Bank of Hawaii
Hawaii
$241K
VCP
923
Vista Capital Partners
Oregon
$237K +$1.59K +28 +0.7%
TSS
924
Two Sigma Securities
New York
$236K +$234K +4,114 New
NCFG
925
New Century Financial Group
New Jersey
$235K -$60.3K -1,059 -20%