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Name Holding Trade Value Shares
Change
Change in
Stake
TW
401
Transform Wealth
Colorado
$483K – – –
FG
402
Fiduciary Group
Georgia
$479K -$21.5K -2,020 -4%
BCM
403
Becker Capital Management
Oregon
$470K – – –
Teacher Retirement System of Texas
404
Teacher Retirement System of Texas
Texas
$465K -$938K -88,128 -66%
FAAS
405
First Allied Advisory Services
California
$462K -$156K -14,696 -25%
CFMC
406
Curbstone Financial Management Corp
New Hampshire
$454K – – –
VKH
407
Virtu KCG Holdings
New York
$452K -$1.06M -99,300 -70%
ECM
408
Element Capital Management
New York
$451K -$494K -46,412 -52%
UCFA
409
United Capital Financial Advisors
Texas
$451K -$171K -16,060 -27%
SFSG
410
Stearns Financial Services Group
North Carolina
$443K +$21.2K +1,996 +5%
CCA
411
Cobblestone Capital Advisors
New York
$443K +$73.2K +6,880 +19%
Macquarie Group
412
Macquarie Group
Australia
$439K – – –
GWM
413
Geneos Wealth Management
Colorado
$427K -$1.62K -152 -0.4%
KeyBank National Association
414
KeyBank National Association
Ohio
$425K +$59.5K +5,588 +16%
WF
415
Welch & Forbes
Massachusetts
$424K +$432K +40,560 New
CCT
416
Country Club Trust
Missouri
$418K -$6.38K -600 -1%
PCC
417
Park Circle Company
Maryland
$418K – – –
ACN
418
Advisor Consultant Network
Ohio
$418K +$426K +40,000 New
BB
419
Bell Bank
North Dakota
$412K +$17K +1,600 +4%
Thrivent Financial for Lutherans
420
Thrivent Financial for Lutherans
Minnesota
$412K +$24.7K +2,320 +6%
SI
421
SII Investments
Wisconsin
$404K +$410K +38,568 New
Creative Planning
422
Creative Planning
Kansas
$397K -$10.3K -972 -2%
KRSITF
423
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$391K -$98.4K -9,252 -20%
RW
424
Rand Wealth
Maryland
$386K – – –
PWM
425
Perigon Wealth Management
California
$384K +$23.1K +2,168 +6%