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Equifax

Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
426
TCV Trust & Wealth Management
Virginia
$290K – – –
TCBWMS
427
Texas Capital Bank Wealth Management Services
Texas
$288K +$8.83K +50 +3%
Citadel Advisors
428
Citadel Advisors
Florida
$287K -$7.89M -44,652 -97%
PCM
429
Prelude Capital Management
New York
$272K +$265K +1,502 New
PCA
430
Personal Capital Advisors
California
$270K -$6.18K -35 -2%
Vanguard Personalized Indexing Management
431
Vanguard Personalized Indexing Management
California
$270K +$263K +1,491 New
QCM
432
Quantinno Capital Management
New York
$267K – – –
MWNA
433
Marshall Wace North America
New York
$266K -$981K -5,555 -79%
OFG
434
Oxford Financial Group
Indiana
$265K – – –
SFG
435
SNS Financial Group
Minnesota
$263K -$3.36K -19 -1%
DILIC
436
Dai-ichi Life Insurance Company
Japan
$262K – – –
AO
437
Advisor OS
Illinois
$262K +$256K +1,447 New
Mercer Global Advisors
438
Mercer Global Advisors
Colorado
$257K +$66.6K +377 +36%
RIG
439
RiverFront Investment Group
Virginia
$255K +$43.8K +248 +21%
UCFA
440
United Capital Financial Advisors
Texas
$253K -$3.36K -19 -1%
QI
441
QS Investors
New York
$253K – – –
CCA
442
Checchi Capital Advisers
California
$253K +$59.4K +336 +32%
SLAM
443
Swiss Life Asset Management
$252K +$246K +1,391 New
SO
444
STRS Ohio
Ohio
$250K -$1.15M -6,533 -83%
AWM
445
AE Wealth Management
Kansas
$249K -$20.3K -115 -8%
WT
446
Whittier Trust
California
$249K -$4.24K -24 -2%
RC
447
Roundview Capital
New Jersey
$247K – – –
IWA
448
Intercontinental Wealth Advisors
Texas
$242K +$33.9K +192 +17%
EF
449
Empirical Finance
Pennsylvania
$237K – – –
AAM
450
Aureus Asset Management
Massachusetts
$235K – – –