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Name Holding Trade Value Shares
Change
Change in
Stake
SP
426
Symmetry Partners
Connecticut
$253K – – –
WPC
427
Waters Parkerson & Co
Louisiana
$250K – – –
CI Investments Inc
428
CI Investments Inc
Ontario, Canada
$249K -$201K -2,965 -44%
TL
429
Tradewinds LLC
North Carolina
$249K +$259K +3,813 New
FRM
430
Fox Run Management
Connecticut
$249K +$259K +3,816 New
EGM
431
Engineers Gate Manager
New York
$248K +$258K +3,799 New
IWM
432
IHT Wealth Management
Illinois
$244K -$12K -177 -5%
WIA
433
World Investment Advisors
California
$243K – – –
SIS
434
Sound Income Strategies
Florida
$242K – – –
MG
435
Mather Group
Illinois
$239K +$6.71K +99 +3%
BMSSC
436
B. Metzler seel. Sohn & Co
Germany
$238K – – –
CA
437
Cetera Advisors
Colorado
$237K – – –
PFG
438
PAX Financial Group
Texas
$237K +$22.2K +327 +10%
MW
439
Marcum Wealth
Ohio
$230K +$240K +3,532 New
WAAG
440
Wealth Alliance Advisory Group
Kansas
$227K -$6.71K -99 -3%
TF
441
Tompkins Financial
New York
$227K – – –
MGP
442
Metis Global Partners
California
$225K -$13.6K -200 -6%
WI
443
WrapManager Inc
California
$224K -$136 -2 -0.1%
CPIA
444
Cornell Pochily Investment Advisors
New York
$223K – – –
UCFA
445
United Capital Financial Advisors
Texas
$219K +$11.1K +163 +5%
DWP
446
Destiny Wealth Partners
Florida
$219K +$129K +1,897 +129%
IAS
447
IMA Advisory Services
Colorado
$215K – – –
TCA
448
Transcend Capital Advisors
New Jersey
$215K – – –
TSS
449
Two Sigma Securities
New York
$214K +$222K +3,279 New
SS
450
Sunbelt Securities
Texas
$213K +$7.39K +109 +3%