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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
301
Avalon Investment & Advisory
Texas
$1.53M -$68.7K -480 -4%
TAM
302
Taurus Asset Management
New York
$1.51M
QT
303
Quantbot Technologies
New York
$1.5M +$884K +6,172 +144%
FFA
304
Fragasso Financial Advisors
Pennsylvania
$1.49M -$44.5K -311 -3%
FIM
305
Freedom Investment Management
Connecticut
$1.49M +$62.9K +439 +4%
AI
306
Atria Investments
North Carolina
$1.49M +$49.3K +344 +3%
CCM
307
Covington Capital Management
California
$1.46M -$200K -1,400 -12%
CIP
308
Capital Insight Partners
Arizona
$1.43M +$18.8K +131 +1%
CHJWM
309
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.42M -$73.7K -515 -5%
LA
310
LVW Advisors
New York
$1.39M -$34.2K -239 -2%
ASN
311
Advisory Services Network
Georgia
$1.37M -$144K -1,003 -10%
MCM
312
McKinley Capital Management
Alaska
$1.37M -$504K -3,519 -27%
ECM
313
ETrade Capital Management
Virginia
$1.36M -$12.3K -86 -0.9%
AHC
314
Anderson Hoagland & Co
Missouri
$1.36M
LNWWM
315
Laird Norton Wetherby Wealth Management
California
$1.35M +$17.2K +120 +1%
PMG
316
ProVise Management Group
Florida
$1.32M -$45K -314 -3%
NAM
317
Needelman Asset Management
California
$1.32M
RFA
318
Reilly Financial Advisors
California
$1.31M -$9.37M -65,411 -88%
BWM
319
BerganKDV Wealth Management
Minnesota
$1.31M -$13.9K -97 -1%
CAM
320
Columbia Asset Management
Michigan
$1.29M
LFAS
321
Level Four Advisory Services
Texas
$1.29M -$455K -3,179 -26%
SAMC
322
Spectrum Asset Management (California)
California
$1.27M +$988K +6,900 +359%
SRIM
323
Saratoga Research & Investment Management
California
$1.25M +$103K +720 +9%
SW
324
SVB Wealth
Massachusetts
$1.23M -$2.43K -17 -0.2%
MA
325
MUFG Americas
New York
$1.22M -$85.2K -595 -7%