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Name Holding Trade Value Shares
Change
Change in
Stake
WDA
626
Wendell David Associates
New Hampshire
$343K +$60.3K +680 +23%
CG
627
Caprock Group
Idaho
$341K +$37.9K +428 +14%
CSIC
628
Clifford Swan Investment Counsel
California
$339K – – –
AIM
629
Alhambra Investment Management
Florida
$334K – – –
Twin Tree Management
630
Twin Tree Management
Texas
$329K -$2.16M -24,380 -88%
CP
631
Covenant Partners
Tennessee
$322K – – –
GW
632
GW & Wade
Massachusetts
$321K +$56.4K +636 +23%
IP
633
Innovative Portfolios
Indiana
$320K +$53.5K +604 +22%
IA
634
IFP Advisors
Florida
$318K -$98.9K -1,116 -25%
MAM
635
Meeder Asset Management
Ohio
$318K -$11.7K -132 -4%
VAS
636
Vestmark Advisory Solutions
Massachusetts
$318K +$55.3K +624 +23%
PVH
637
Psagot Value Holdings
Israel
$317K – – –
CTC
638
Central Trust Company
Missouri
$316K – – –
SWP
639
Stratos Wealth Partners
Ohio
$316K +$85.8K +968 +41%
PWAG
640
Polaris Wealth Advisory Group
California
$315K – – –
CC
641
Chicago Capital
Illinois
$311K – – –
CAN
642
Claraphi Advisory Network
United States
$309K -$2.13K -24 -0.7%
KA
643
Klingman & Associates
New York
$309K – – –
AI
644
AXS Investments
New York
$308K +$285K +3,220 New
HT
645
Heritage Trust
Oklahoma
$305K – – –
JFL
646
Jarislowsky, Fraser Ltd
Quebec, Canada
$305K – – –
ABC
647
Associated Banc-Corp
Wisconsin
$300K +$279K +3,144 New
KPWS
648
Kestra Private Wealth Services
Texas
$299K -$18.1K -204 -6%
S
649
SignatureFD
Georgia
$299K +$18.8K +212 +7%
IC
650
Intersect Capital
California
$298K – – –