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Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
276
Credit Agricole
France
$534K +$481K +8,050 New
IWC
277
Integrated Wealth Concepts
Massachusetts
$525K -$95.7K -1,602 -17%
RCM
278
Requisite Capital Management
Texas
$503K +$452K +7,571 New
UWS
279
Unique Wealth Strategies
Illinois
$503K +$76.5K +1,282 +20%
SAI
280
Systematic Alpha Investments
New Jersey
$500K
VCM
281
Versant Capital Management
Arizona
$500K +$14.8K +248 +3%
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$489K +$28.9K +484 +7%
SCA
283
Snowden Capital Advisors
New York
$468K +$6.93K +116 +2%
CIBC Asset Management
284
CIBC Asset Management
Ontario, Canada
$461K -$15.6K -261 -4%
NEI
285
Northwest & Ethical Investments
Ontario, Canada
$453K +$47.8K +800 +15%
ECM
286
Evergreen Capital Management
Washington
$453K +$21.6K +361 +6%
CVM
287
Cheviot Value Management
California
$450K +$359K +6,015 New
BPCE
288
Bank Pictet & Cie (Europe)
Germany
$438K +$5.43K +91 +1%
BAAM
289
Baker Avenue Asset Management
California
$435K +$44.7K +749 +13%
Royal London Asset Management
290
Royal London Asset Management
United Kingdom
$430K
IPW
291
Impact Partnership Wealth
Georgia
$430K +$386K +6,471 New
BFM
292
Boothbay Fund Management
New York
$422K -$5.19M -86,856 -93%
HIP
293
HUB Investment Partners
Texas
$414K +$373K +6,241 New
JC
294
JBGlobal.com
New York
$408K -$6.45K -108 -2%
XT
295
XTX Topco
Cayman Islands
$407K -$1.42M -23,744 -79%
MFS
296
Miller Financial Services
Michigan
$401K -$134K -2,241 -27%
Vanguard Personalized Indexing Management
297
Vanguard Personalized Indexing Management
California
$398K +$45.6K +763 +15%
Rafferty Asset Management
298
Rafferty Asset Management
New York
$394K -$2.27K -38 -0.6%
I
299
InceptionR
California
$394K -$212K -3,551 -37%
LSA
300
Lion Street Advisors
Texas
$388K +$92.5K +1,549 New