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Name Holding Trade Value Shares
Change
Change in
Stake
WAP
451
Wealthcare Advisory Partners
Pennsylvania
$905K -$115K -2,209 -12%
IWC
452
Integrated Wealth Concepts
Massachusetts
$895K +$134K +2,575 +18%
AssetMark Inc
453
AssetMark Inc
California
$891K -$16K -307 -2%
AGWCA
454
Annis Gardner Whiting Capital Advisors
Florida
$889K +$688K +13,193 +393%
STA
455
Summit Trail Advisors
New York
$889K +$415K +7,958 +93%
OIA
456
OneDigital Investment Advisors
Kansas
$879K +$427K +8,198 +100%
KRSITF
457
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$877K -$42K -806 -5%
Verition Fund Management
458
Verition Fund Management
Connecticut
$870K -$1.47M -28,294 -64%
CL
459
Choreo LLC
Illinois
$868K +$856K +16,420 New
NMIMC
460
Northwestern Mutual Investment Management Company
Wisconsin
$865K -$19K -365 -2%
UWS
461
Unique Wealth Strategies
Illinois
$858K
WGCA
462
Wolf Group Capital Advisors
Virginia
$853K +$828K +15,879 New
CAPTRUST Financial Advisors
463
CAPTRUST Financial Advisors
North Carolina
$849K -$3.6K -69 -0.4%
CIM
464
CIM Investment Management
Pennsylvania
$847K -$5.06K -97 -0.6%
Dodge & Cox
465
Dodge & Cox
California
$844K -$156K -3,000 -16%
CC
466
Centiva Capital
New York
$839K +$814K +15,610 New
FT
467
Fiduciary Trust
Massachusetts
$834K -$397K -7,623 -33%
BAM
468
Boyar Asset Management
New York
$827K -$773K -14,831 -49%
OBGC
469
O'Brien Greene & Co
Pennsylvania
$817K +$4.59K +88 +0.6%
VSQM
470
V-Square Quantitative Management
Illinois
$809K +$153K +2,929 +24%
AI
471
Arvest Investments
Arkansas
$807K -$5.94K -114 -0.8%
CCG
472
Cypress Capital Group
Florida
$803K -$78.3K -1,502 -9%
KFSC
473
Keystone Financial Services (Colorado)
Colorado
$801K +$32.2K +618 +4%
CFB
474
Cullen/Frost Bankers
Texas
$799K -$54.3K -1,041 -7%
DADC
475
D.A. Davidson & Co
Montana
$791K -$25.5K -490 -3%