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Name Holding Trade Value Shares
Change
Change in
Stake
FB
501
Fulton Bank
Pennsylvania
$843K +$56.5K +1,521 +7%
PCA
502
Peddock Capital Advisors
Massachusetts
$837K -$6.79K -183 -0.8%
PFM
503
Parsec Financial Management
North Carolina
$835K -$11.1K -300 -1%
RJT
504
Raymond James Trust
Florida
$813K -$12.7K -342 -2%
AP
505
Advisor Partners
California
$809K +$23.9K +645 +3%
TCM
506
Teza Capital Management
Illinois
$796K +$783K +21,098 New
WIM
507
Waverton Investment Management
United Kingdom
$790K
Luther King Capital Management (LKCM)
508
Luther King Capital Management (LKCM)
Texas
$789K -$56K -1,510 -7%
BNP Paribas Asset Management
509
BNP Paribas Asset Management
France
$788K -$252K -6,783 -25%
SCM
510
SOL Capital Management
Maryland
$778K -$94.7K -2,550 -11%
ECM
511
Everence Capital Management
Indiana
$773K +$275K +7,405 +57%
HVIA
512
Hudson Valley Investment Advisors
New York
$769K +$95.8K +2,580 +15%
AP
513
Appleton Partners
Massachusetts
$767K -$15.8K -425 -2%
RA
514
Rational Advisors
New York
$755K
AF
515
Ally Financial
Michigan
$755K +$742K +20,000 New
RMDI
516
R.M. Davis Inc
Maine
$753K +$20.2K +543 +3%
PAG
517
Private Advisor Group
New Jersey
$749K -$148K -3,977 -17%
PRS
518
Pinkerton Retirement Specialists
Idaho
$749K +$36.5K +983 +5%
S
519
SimplyRich
California
$748K +$736K +19,820 New
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$736K -$19.5K -524 -3%
W
521
Wealthfront
California
$725K -$21.2K -571 -3%
FWIA
522
Fort Washington Investment Advisors
Ohio
$724K +$126K +3,400 +22%
IFWM
523
Institute for Wealth Management
Colorado
$723K -$14K -377 -2%
TFA
524
Transamerica Financial Advisors
Florida
$723K -$10.5K -283 -1%
MSFP
525
Mark Sheptoff Financial Planning
Connecticut
$701K -$26K -700 -4%