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Name Holding Trade Value Shares
Change
Change in
Stake
WA
401
Wambolt & Associates
Colorado
$242K
WSTAM
402
Wilbanks Smith & Thomas Asset Management
Virginia
$241K +$18.8K +250 +9%
FSC
403
Full Sail Capital
Oklahoma
$239K
VWM
404
Valley Wealth Managers
New Jersey
$236K +$235K +3,124 New
BOM
405
Bank of Marin
California
$233K
LFAS
406
Level Four Advisory Services
Texas
$231K +$229K +3,049 New
AB
407
Atlas Brown
Kentucky
$227K
CAAS
408
Capital Asset Advisory Services
Michigan
$226K -$75 -1 -0%
GAM
409
Gotham Asset Management
New York
$222K +$220K +2,929 New
TCM
410
Teza Capital Management
Illinois
$220K +$218K +2,906 New
EI
411
Ethic Inc
New York
$220K +$219K +2,912 New
DT
412
Diversified Trust
Tennessee
$218K +$216K +2,876 New
BBHC
413
Brown Brothers Harriman & Co
New York
$215K -$1.43M -19,069 -0.7%
JF
414
Jump Financial
Illinois
$210K +$209K +2,779 New
NNP
415
Nachman Norwood & Parrott
South Carolina
$209K +$207K +2,755 New
PA
416
Procyon Advisors
Connecticut
$207K +$205K +2,733 New
Sumitomo Mitsui Trust Group
417
Sumitomo Mitsui Trust Group
Japan
$206K +$204K +2,719 New
CA
418
Claro Advisors
Massachusetts
$205K +$203K +2,706 New
Wealthfront Advisers
419
Wealthfront Advisers
California
$203K +$201K +2,677 New
GCP
420
GSA Capital Partners
United Kingdom
$202K +$201K +2,674 New
CAM
421
Cresset Asset Management
Illinois
$201K -$36.4K -485 -15%
AII
422
AGF Investments Inc
Ontario, Canada
$191K -$6.16K -82 -3%
AIM
423
Acropolis Investment Management
Missouri
$180K +$179K +2,380 New
CI Investments Inc
424
CI Investments Inc
Ontario, Canada
$177K +$68.6K +913 +64%
EIP
425
Ellis Investment Partners
Pennsylvania
$175K