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Ferguson

Name Holding Trade Value Shares
Change
Change in
Stake
FA
451
FDx Advisors
Illinois
$694K +$31K +153 +5%
CCM
452
Coldstream Capital Management
Washington
$689K -$75.2K -371 -10%
PP
453
Prudential plc
United Kingdom
$689K -$20.9K -103 -3%
CAL
454
Capital Analysts LLC
Pennsylvania
$681K +$695K +3,429 New
CG
455
Caprock Group
Idaho
$678K +$689K +3,402 New
TC
456
TownSquare Capital
Utah
$677K +$42.5K +210 +7%
CGL
457
Clarius Group LLC
Washington
$670K +$422K +2,082 +161%
TFS
458
Thoroughbred Financial Services
Tennessee
$669K +$684K +3,374 New
GRP
459
Global Retirement Partners
California
$667K +$25.3K +125 +4%
BOM
460
Bank of Marin
California
$665K -$608 -3 -0.1%
Commonwealth Equity Services
461
Commonwealth Equity Services
Massachusetts
$662K -$41.9K -207 -6%
FRA
462
Frank Rimerman Advisors
California
$657K +$11.5K +57 +2%
SIA
463
SkyView Investment Advisors
New Jersey
$655K +$8.31K +41 +1%
AAIS
464
ABN AMRO Investment Solutions
$640K +$653K +3,222 New
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$638K +$2.23K +11 +0.3%
OC
466
Oppenheimer & Co
New York
$637K -$4.25K -21 -0.7%
OQS
467
Occudo Quantitative Strategies
Florida
$635K +$648K +3,200 New
CA
468
Commerzbank Aktiengesellschaft
Germany
$623K +$635K +3,137 New
AM
469
AGF Management
Ontario, Canada
$610K – – –
MG
470
Mather Group
Illinois
$607K -$608 -3 -0.1%
MWM
471
Mission Wealth Management
California
$598K -$14.4K -71 -2%
BCM
472
Bayesian Capital Management
New York
$596K -$443K -2,188 -42%
VSQM
473
V-Square Quantitative Management
Illinois
$589K +$44K +217 +8%
Nisa Investment Advisors
474
Nisa Investment Advisors
Missouri
$588K -$2.29M -11,325 -80%
PS
475
Principal Securities
Iowa
$578K +$43.6K +215 +8%