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Name Holding Trade Value Shares
Change
Change in
Stake
DA
501
Duality Advisers
Florida
$920K +$950K +26,918 New
FA
502
FDx Advisors
Illinois
$918K +$14.2K +401 +2%
CQS
503
Credential Qtrade Securities
$918K +$6.88K +195 +0.7%
RCAG
504
Rehmann Capital Advisory Group
Michigan
$916K +$12.2K +347 +1%
KC
505
Kepos Capital
New York
$912K +$941K +26,670 New
RIA
506
Regal Investment Advisors
Michigan
$907K -$66.7K -1,890 -7%
NHC
507
Nicholas Hoffman & Company
Georgia
$904K -$37.7K -1,069 -4%
IAA
508
Independent Advisor Alliance
North Carolina
$879K +$82.9K +2,350 +10%
CIM
509
CIM Investment Management
Pennsylvania
$879K +$468K +13,267 +107%
FWIA
510
Fort Washington Investment Advisors
Ohio
$868K
DADC
511
D.A. Davidson & Co
Montana
$866K -$131K -3,723 -13%
MML Investors Services
512
MML Investors Services
Massachusetts
$864K +$16.8K +477 +2%
WFI
513
West Family Investments
California
$863K
LDFR
514
Lehman & Derafelo Financial Resources
Pennsylvania
$855K +$4.94K +140 +0.6%
HSA
515
HBK Sorce Advisory
Pennsylvania
$848K -$150K -4,242 -15%
WG
516
Winton Group
United Kingdom
$847K -$88.7K -2,513 -9%
GI
517
Gradient Investments
Minnesota
$835K +$237K +6,712 +38%
PCM
518
Prelude Capital Management
New York
$833K +$549K +15,563 +177%
CTC
519
Central Trust Company
Missouri
$811K -$10.2K -290 -1%
AIP
520
Ameritas Investment Partners
Nebraska
$807K -$27.3K -773 -3%
LMAM
521
Legg Mason Asset Management
Japan
$801K
MYAM
522
Meiji Yasuda Asset Management
Japan
$797K -$114K -3,230 -12%
IC
523
Intersect Capital
California
$789K +$424 +12 +0.1%
ACA
524
Atlas Capital Advisors
Wyoming
$785K +$48.4K +1,370 +6%
Jacobs Levy Equity Management
525
Jacobs Levy Equity Management
New Jersey
$784K -$27.7K -785 -3%