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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
776
Valeo Financial Advisors
Indiana
$270K +$278K +3,880 New
QP
777
Quilter Plc
United Kingdom
$267K +$64.9K +905 +31%
MBTD
778
Mechanics Bank - Trust Department
California
$265K – – –
DFA
779
Delta Financial Advisors
Louisiana
$265K +$215 +3 +0.1%
SDAM
780
Shulman DeMeo Asset Management
New York
$265K +$272K +3,802 New
SWM
781
Spire Wealth Management
Virginia
$263K -$70.5K -984 -21%
BRWA
782
B. Riley Wealth Advisors
Florida
$263K +$8.24K +115 +3%
RWA
783
River Wealth Advisors
Pennsylvania
$262K -$20.4K -284 -7%
EAM
784
Evanson Asset Management
California
$262K – – –
CAG
785
Csenge Advisory Group
Florida
$262K +$9.39K +131 +4%
RCAG
786
Rehmann Capital Advisory Group
Michigan
$259K +$23.9K +333 +10%
APG
787
Abacus Planning Group
South Carolina
$256K +$9.53K +133 +4%
AWS
788
Arkfeld Wealth Strategies
Nebraska
$255K – – –
Marshall Wace
789
Marshall Wace
United Kingdom
$255K +$262K +3,659 New
HSA
790
HBK Sorce Advisory
Pennsylvania
$254K +$15.8K +221 +6%
BPCE
791
Bank Pictet & Cie (Europe)
Germany
$253K -$143K -2,000 -36%
RSS
792
Rosenblum Silverman Sutton
California
$249K – – –
BOH
793
Bank of Hawaii
Hawaii
$248K – – –
KCM
794
Karp Capital Management
California
$248K – – –
GWM
795
Gitterman Wealth Management
New Jersey
$248K +$18.4K +257 +8%
SXL
796
Summit X LLC
Missouri
$247K – – –
PCM
797
Prelude Capital Management
New York
$246K -$160K -2,239 -39%
BSW
798
Buckingham Strategic Wealth
Missouri
$246K +$10.6K +148 +4%
IAIM
799
International Assets Investment Management
Florida
$245K -$5.3K -74 -0.1%
HCM
800
Howland Capital Management
Massachusetts
$244K – – –