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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
426
Amplius Wealth Advisors
Pennsylvania
$263K +$241K +2,400 New
BCV
427
Banque Cantonale Vaudoise
Switzerland
$261K – – –
AP
428
Advisor Partners
California
$254K +$232K +2,309 New
Nomura Holdings
429
Nomura Holdings
Japan
$250K -$241K -2,393 -51%
LC
430
Lindbrook Capital
California
$248K +$186K +1,852 +453%
CG
431
Caprock Group
Idaho
$248K +$226K +2,244 New
RIM
432
Redpoint Investment Management
Australia
$246K – – –
IA
433
IndexIQ Advisors
New York
$243K +$42K +418 +23%
LOAMS
434
Lombard Odier Asset Management (Switzerland)
Switzerland
$243K +$223K +2,214 New
TIA
435
Tiemann Investment Advisors
California
$242K – – –
MWM
436
Modera Wealth Management
New Jersey
$240K +$219K +2,180 New
IRF
437
IBM Retirement Fund
New York
$235K -$146K -1,452 -40%
IC
438
IEQ Capital
California
$235K -$11.6K -115 -5%
CCT
439
Country Club Trust
Missouri
$235K – – –
AAS
440
Ameritas Advisory Services
Nebraska
$233K +$214K +2,123 New
SIA
441
Schechter Investment Advisors
Michigan
$230K +$210K +2,090 New
IAA
442
Independent Advisor Alliance
North Carolina
$228K +$208K +2,071 New
Mackenzie Financial
443
Mackenzie Financial
Ontario, Canada
$225K -$531K -5,281 -72%
BA
444
Bridgewater Advisors
New York
$225K +$206K +2,046 New
MCM
445
Murphy Capital Management
New Jersey
$225K +$206K +2,047 New
ECM
446
EagleClaw Capital Management
Massachusetts
$225K +$206K +2,050 New
GPA
447
Garrison Point Advisors
California
$223K +$204K +2,030 New
CGA
448
Crescent Grove Advisors
Illinois
$221K +$201K +2,000 New
CC
449
Cadinha & Co
Hawaii
$220K -$200K -1,990 -50%
ESCM
450
Echo Street Capital Management
New York
$218K +$200K +1,986 New