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Name Holding Trade Value Shares
Change
Change in
Stake
ICM
101
IMS Capital Management
Oregon
$528K
Toronto Dominion Bank
102
Toronto Dominion Bank
Ontario, Canada
$518K +$112K +2,275 +30%
TI
103
Trexquant Investment
Connecticut
$508K -$274K -5,560 -37%
MWM
104
Mission Wealth Management
California
$502K +$24.1K +488 +5%
TD Asset Management
105
TD Asset Management
Ontario, Canada
$493K +$7.55K +153 +2%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$451K -$11.5K -234 -3%
SIA
107
Schechter Investment Advisors
Michigan
$442K +$413K +8,382 New
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$441K -$42.3K -857 -9%
WA
109
Wealth Alliance
New York
$438K -$27.8K -563 -6%
RJT
110
Raymond James Trust
Florida
$434K -$5.62K -114 -1%
FB
111
Fulton Bank
Pennsylvania
$428K -$17.3K -350 -4%
CPM
112
Connective Portfolio Management
New York
$421K +$395K +8,002 New
FCI
113
Financial Counselors Inc
Kansas
$399K +$3.75K +76 +1%
Cerity Partners
114
Cerity Partners
New York
$397K +$369K +7,490 New
GT
115
Glenmede Trust
Pennsylvania
$389K +$36.2K +734 +11%
FFM
116
Forum Financial Management
Illinois
$375K +$351K +7,108 New
RJFSA
117
Raymond James Financial Services Advisors
Florida
$374K +$13K +263 +4%
DTL
118
Dynamic Technology Lab
Singapore
$367K -$59.4K -1,205 -15%
VAS
119
Vestmark Advisory Solutions
Massachusetts
$366K +$2.17K +44 +0.6%
Vanguard Personalized Indexing Management
120
Vanguard Personalized Indexing Management
California
$360K +$55.3K +1,122 +20%
S
121
SignatureFD
Georgia
$355K +$43.5K +882 +15%
New York State Common Retirement Fund
122
New York State Common Retirement Fund
New York
$347K
HighTower Advisors
123
HighTower Advisors
Illinois
$337K +$52.7K +1,069 +20%
WI
124
WrapManager Inc
California
$335K -$17.2K -348 -5%
TWC
125
TD Waterhouse Canada
Ontario, Canada
$334K +$304K +6,163 New