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Name Holding Trade Value Shares
Change
Change in
Stake
IB
401
Intrust Bank
Kansas
$341K -$90.7K -1,868 -20%
PMFA
402
Plante Moran Financial Advisors
Michigan
$340K +$10.5K +216 +3%
SWP
403
Stratos Wealth Partners
Ohio
$339K +$48.8K +1,004 +16%
SI
404
Stephens Inc
Arkansas
$338K -$25.7K -530 -7%
MG
405
Mather Group
Illinois
$337K +$349K +7,182 New
CIA
406
CSat Investment Advisory
Michigan
$336K +$19.5K +402 +6%
DJSG
407
D.J. St. Germain
Massachusetts
$331K -$1.07K -22 -0.3%
FAAS
408
First Allied Advisory Services
California
$329K +$3.5K +72 +1%
FC
409
FORA Capital
Florida
$324K +$260K +5,360 +344%
BA
410
Bridgewater Associates
Connecticut
$321K -$249K -5,118 -43%
DIM
411
DC Investments Management
Virginia
$317K -$228K -4,692 -41%
WG
412
Welch Group
Alabama
$312K – – –
EH
413
Employers Holdings
Nevada
$310K +$95.2K +1,960 +42%
CA
414
Calton & Associates
Florida
$306K +$24.3K +500 +8%
AIP
415
Ameritas Investment Partners
Nebraska
$305K – – –
IAA
416
Independent Advisor Alliance
North Carolina
$303K +$8.94K +184 +3%
ACA
417
Atlas Capital Advisors
Wyoming
$298K -$119K -2,444 -28%
TU
418
TDAM USA
Ontario, Canada
$286K -$174K -3,588 -37%
ACS
419
Archford Capital Strategies
Illinois
$286K -$6.02K -124 -2%
RCA
420
Rowland Carmichael Advisors
Arizona
$286K -$3.79K -78 -1%
AWCI
421
Alpine Woods Capital Investors
New York
$286K +$297K +6,108 New
IC
422
Investment Counsel
Michigan
$285K – – –
VFA
423
Voya Financial Advisors
Connecticut
$283K -$680 -14 -0.2%
SWM
424
Segment Wealth Management
Texas
$282K -$3.4K -70 -1%
LIM
425
Lathrop Investment Management
Arkansas
$281K – – –