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Name Holding Trade Value Shares
Change
Change in
Stake
OL
401
Optas LLC
Texas
$249K -$4.3K -56 -2%
VWM
402
Valley Wealth Managers
New Jersey
$241K +$24.1K +314 +10%
GAM
403
Gotham Asset Management
New York
$239K +$36.8K +480 +16%
Lido Advisors
404
Lido Advisors
California
$237K -$6.21K -81 -2%
EHWM
405
Eads & Heald Wealth Management
Georgia
$236K -$767 -10 -0.3%
KIA
406
KCM Investment Advisors
California
$236K
SFA
407
Seneca Financial Advisors
New York
$232K
WA
408
Wambolt & Associates
Colorado
$225K
II
409
Inspire Investing
Idaho
$222K +$243K +3,168 New
FSC
410
Full Sail Capital
Oklahoma
$221K
UCFA
411
United Capital Financial Advisors
Texas
$219K -$8.29K -108 -3%
WSTAM
412
Wilbanks Smith & Thomas Asset Management
Virginia
$216K -$7.67K -100 -3%
BOM
413
Bank of Marin
California
$215K
EI
414
Ethic Inc
New York
$213K +$10.1K +132 +5%
BFM
415
Boothbay Fund Management
New York
$211K -$17K -221 -7%
AB
416
Atlas Brown
Kentucky
$210K
AAM
417
Arabesque Asset Management
United Kingdom
$206K -$2.55M -33,263 -92%
CA
418
Claro Advisors
Massachusetts
$206K +$18.4K +240 +9%
VFA
419
Valeo Financial Advisors
Indiana
$206K +$226K +2,950 New
CAAS
420
Capital Asset Advisory Services
Michigan
$204K -$6.06K -79 -3%
SP
421
Symmetry Partners
Connecticut
$202K +$221K +2,879 New
BBHC
422
Brown Brothers Harriman & Co
New York
$194K -$5.51M -71,876 -3%
AII
423
AGF Investments Inc
Ontario, Canada
$168K -$9.36K -122 -5%
ZB
424
Zions Bancorporation
Utah
$167K +$183K +2,380 New
CI Investments Inc
425
CI Investments Inc
Ontario, Canada
$162K -$2.46K -32 -1%