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Name Holding Trade Value Shares
Change
Change in
Stake
WCA
251
Westover Capital Advisors
Delaware
$307K +$2.79K +40 +1%
OQS
252
Occudo Quantitative Strategies
Florida
$301K -$635K -9,111 -70%
PCM
253
Prelude Capital Management
New York
$293K +$259K +3,724 New
TFA
254
Toth Financial Advisory
Virginia
$292K +$258K +3,705 New
Prudential Financial
255
Prudential Financial
New Jersey
$274K -$836 -12 -0.3%
AR
256
Advisory Research
Illinois
$262K +$231K +3,324 New
VA
257
Vident Advisory
Georgia
$257K -$766 -11 -0.3%
MGIA
258
Moneta Group Investment Advisors
Missouri
$254K
SHGA
259
Sand Hill Global Advisors
California
$254K
GC
260
Guggenheim Capital
Illinois
$252K -$264K -3,790 -54%
DWT
261
Dorsey & Whitney Trust
South Dakota
$249K -$40.5K -582 -16%
KIA
262
KLR Investment Advisors
Rhode Island
$244K +$216K +3,103 New
Vanguard Personalized Indexing Management
263
Vanguard Personalized Indexing Management
California
$242K -$23.1K -331 -10%
Osaic Holdings
264
Osaic Holdings
Arizona
$241K -$130K -1,869 -38%
EWA
265
Encompass Wealth Advisors
Oregon
$240K +$212K +3,049 New
SPA
266
Sherbrooke Park Advisers
New York
$235K -$879K -12,619 -81%
RJT
267
Raymond James Trust
Florida
$230K +$204K +2,926 New
DCM
268
Dimension Capital Management
Florida
$229K +$202K +2,905 New
JCM
269
JAT Capital Management
Connecticut
$223K +$197K +2,831 New
MCM
270
MAI Capital Management
Ohio
$216K +$191K +2,740 New
I
271
InceptionR
California
$215K +$190K +2,734 New
IWA
272
Icon Wealth Advisors
Texas
$209K +$185K +2,653 New
IB
273
Intrust Bank
Kansas
$202K +$179K +2,568 New
FA
274
FDx Advisors
Illinois
$201K +$178K +2,549 New
XT
275
XTX Topco
Cayman Islands
$201K +$178K +2,551 New