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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
401
Raymond James Trust
Florida
$313K -$130K -2,760 -31%
UCFA
402
United Capital Financial Advisors
Texas
$312K -$1.51K -32 -0.5%
Parallax Volatility Advisers
403
Parallax Volatility Advisers
California
$305K +$216K +4,570 +291%
LS
404
Livforsakringsbolaget Skandia
Sweden
$301K – – –
SP
405
Symmetry Partners
Connecticut
$301K – – –
LIM
406
Lathrop Investment Management
Arkansas
$298K – – –
DCM
407
Dupont Capital Management
Delaware
$297K -$86.5K -1,832 -23%
IA
408
IFG Advisory
Georgia
$294K +$13.7K +290 +5%
SS
409
Simplicity Solutions
Minnesota
$293K -$1.49M -31,604 -84%
FHA
410
Flagship Harbor Advisors
Massachusetts
$292K +$277K +5,870 New
PIA
411
Pinion Investment Advisors
Kansas
$291K +$62.7K +1,328 +29%
ACS
412
Archford Capital Strategies
Illinois
$289K -$189 -4 -0.1%
KeyBank National Association
413
KeyBank National Association
Ohio
$288K -$53.2K -1,126 -16%
EGA
414
E&G Advisors
Texas
$288K – – –
SWM
415
SeaCrest Wealth Management
New York
$287K +$283 +6 +0.1%
CTC
416
Central Trust Company
Missouri
$284K -$7.09K -150 -3%
SWM
417
Segment Wealth Management
Texas
$282K – – –
HFG
418
Heron Financial Group
New York
$280K -$56.1K -1,188 -17%
CWP
419
Concord Wealth Partners
Virginia
$278K +$37.2K +788 +16%
AIP
420
Ameritas Investment Partners
Nebraska
$276K -$27.1K -574 -9%
MAA
421
Mraz Amerine & Associates
California
$276K – – –
SMC
422
Smith, Moore & Co
Missouri
$273K – – –
GT
423
Greenleaf Trust
Michigan
$271K -$22.6K -478 -8%
CBT
424
Capital Bank & Trust
California
$269K – – –
TNB
425
TCF National Bank
South Dakota
$269K – – –