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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
151
Affinia Financial Group
Massachusetts
$1.29M -$102K -1,000 -7%
Empower Advisory Group
152
Empower Advisory Group
Colorado
$1.24M +$15.1K +148 +1%
Wells Fargo
153
Wells Fargo
California
$1.23M +$317K +3,108 +36%
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$1.23M -$90.8K -891 -7%
Ameriprise
155
Ameriprise
Minnesota
$1.2M -$5.5K -54 -0.5%
RR
156
Robotti Robert
$1.16M
PM
157
Pembroke Management
Quebec, Canada
$1.08M +$134K +1,318 +21%
API
158
Advisor Partners II
California
$1.03M +$96.3K +945 +11%
Mariner
159
Mariner
Kansas
$1.02M -$155K -1,519 -14%
Vanguard Personalized Indexing Management
160
Vanguard Personalized Indexing Management
California
$999K +$175K +1,718 +22%
MGP
161
Metis Global Partners
California
$996K +$5.91K +58 +0.6%
HighTower Advisors
162
HighTower Advisors
Illinois
$988K -$50.6K -497 -5%
BCI
163
Brinker Capital Investments
Pennsylvania
$961K -$98.8K -970 -10%
OPS
164
Orion Portfolio Solutions
Nebraska
$961K -$98.8K -970 -10%
MWM
165
MinichMacGregor Wealth Management
New York
$919K
TWD
166
True Wealth Design
Ohio
$907K -$29.7K -292 -3%
VOYA Investment Management
167
VOYA Investment Management
Georgia
$896K -$97.3K -955 -10%
Aviva
168
Aviva
United Kingdom
$857K -$6M -58,871 -88%
CM
169
Caption Management
Oklahoma
$843K +$815K +8,000 New
QI
170
Qtron Investments
Massachusetts
$840K -$21.2K -208 -3%
IWA
171
Intercontinental Wealth Advisors
Texas
$811K -$9.78K -96 -1%
LNWWM
172
Laird Norton Wetherby Wealth Management
California
$778K +$4.28K +42 +0.6%
S
173
SignatureFD
Georgia
$776K -$1.83K -18 -0.2%
VI
174
Versor Investments
New York
$774K -$572K -5,619 -43%
TI
175
Trexquant Investment
Connecticut
$750K +$725K +7,118 New