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Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
376
Kovitz Investment Group Partners
Illinois
$221K +$188K +3,056 New
SGCA
377
Steel Grove Capital Advisors
Tennessee
$217K +$185K +3,000 New
II
378
Inspire Investing
Idaho
$212K +$180K +2,928 New
V
379
Veritable
Delaware
$207K -$105K -1,703 -37%
CCT
380
Country Club Trust
Missouri
$207K +$177K +2,870 New
PGWM
381
Parisi Gray Wealth Management
New Jersey
$200K +$170K +2,758 New
OSAM
382
O'Shaughnessy Asset Management
Connecticut
$185K
AAP
383
Arax Advisory Partners
Colorado
$181K
GWM
384
Geneos Wealth Management
Colorado
$177K -$30.5K -495 -17%
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$171K -$55.7K -905 -28%
MIFH
386
Migdal Insurance & Financial Holdings
Israel
$171K -$14.4K -234 -9%
LS
387
Livforsakringsbolaget Skandia
Sweden
$164K -$49.2K -800 -26%
LTFS
388
Ladenburg Thalmann Financial Services
Florida
$157K -$41.2K -669 -24%
TAM
389
Tiverton Asset Management
Delaware
$149K +$126K +2,053 New
RIM
390
Rampart Investment Management
Connecticut
$136K -$18.7K -304 -14%
OIA
391
OneDigital Investment Advisors
Kansas
$132K +$22.2K +360 +25%
CAPTRUST Financial Advisors
392
CAPTRUST Financial Advisors
North Carolina
$113K +$95.9K +1,558 New
National Pension Service
393
National Pension Service
South Korea
$106K -$10.8M -176,153 -99%
RFA
394
Reilly Financial Advisors
California
$92K
MSFP
395
Mark Sheptoff Financial Planning
Connecticut
$87K -$24.6K -400 -25%
RBC
396
Roble Belko & Company
Pennsylvania
$83K +$71.1K +1,155 New
PRS
397
Pinkerton Retirement Specialists
Idaho
$81K
IWM
398
IHT Wealth Management
Illinois
$78K +$8.92K +145 +16%
VFA
399
Valeo Financial Advisors
Indiana
$77K +$62 +1 +0.1%
MRCM
400
M&R Capital Management
New Jersey
$75K