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Name Holding Trade Value Shares
Change
Change in
Stake
P
351
Pitcairn
Pennsylvania
$267K -$131K -2,979 -32%
PTC
352
Petrus Trust Company
Texas
$264K -$512K -11,638 -65%
PWM
353
Perigon Wealth Management
California
$260K +$273K +6,205 New
Two Sigma Advisers
354
Two Sigma Advisers
New York
$260K +$273K +6,200 New
AAM
355
Advisors Asset Management
Colorado
$248K -$131K -2,970 -33%
BCI
356
Brinker Capital Investments
Pennsylvania
$247K +$16.2K +368 +7%
WA
357
Wealthstream Advisors
New York
$247K -$5.76K -131 -2%
FZCM
358
Flynn Zito Capital Management
New York
$245K -$3.91K -89 -1%
SCM
359
Shelton Capital Management
Colorado
$244K
CIBC Asset Management
360
CIBC Asset Management
Ontario, Canada
$243K
OFO
361
OneAscent Family Office
Alabama
$239K +$352 +8 +0.1%
PP
362
PDS Planning
Ohio
$230K -$45.8K -1,041 -16%
SC
363
Scotia Capital
Ontario, Canada
$227K +$238K +5,413 New
IAN
364
Integrated Advisors Network
Texas
$225K +$236K +5,372 New
HIP
365
HUB Investment Partners
Texas
$222K +$233K +5,301 New
GRP
366
Global Retirement Partners
California
$221K +$129K +2,926 +124%
CAM
367
Claret Asset Management
Quebec, Canada
$221K -$3.25K -74 -1%
ECM
368
Evergreen Capital Management
Washington
$221K +$232K +5,272 New
CIA
369
Concurrent Investment Advisors
Florida
$215K -$4.04K -92 -2%
TFA
370
Transamerica Financial Advisors
Florida
$214K +$145K +3,298 +182%
BG
371
Bahl & Gaynor
Ohio
$214K -$67K -1,524 -23%
FFM
372
Forum Financial Management
Illinois
$211K +$44 +1 +0%
SAM
373
SP Asset Management
California
$209K
IAS
374
IMA Advisory Services
Colorado
$209K +$17.1K +388 +8%
MIM
375
Morningstar Investment Management
Illinois
$209K +$219K +4,986 New