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Name Holding Trade Value Shares
Change
Change in
Stake
CSS
501
Cubist Systematic Strategies
Connecticut
$312K +$86.2K +1,616 +33%
TW
502
TrinityPoint Wealth
Connecticut
$310K -$5.01K -94 -1%
FLI
503
Family Legacy Inc
South Carolina
$310K – – –
S
504
SignatureFD
Georgia
$309K -$194K -3,640 -36%
APP
505
Avantax Planning Partners
Iowa
$309K -$4.05K -76 -1%
CA
506
Cullinan Associates
Kentucky
$307K -$811K -15,200 -70%
AIC
507
Archer Investment Corporation
Indiana
$307K – – –
CNBT
508
Canandaigua National Bank & Trust
New York
$306K – – –
GSBTD
509
Glenview State Bank Trust Department
Illinois
$305K – – –
AIC
510
Ameritas Investment Company
Nebraska
$305K +$30.2K +566 +10%
CFA
511
Carroll Financial Associates
North Carolina
$302K +$33.4K +626 +11%
PP
512
PagnatoKarp Partners
Virginia
$300K -$15.2K -285 -4%
RFM
513
Royal Fund Management
Florida
$300K +$36.5K +685 +12%
JWM
514
Jackson Wealth Management
Florida
$300K +$304K +5,694 New
PVWM
515
Point View Wealth Management
New Jersey
$299K -$36.4K -683 -10%
V
516
Veritable
Delaware
$299K +$2.77K +52 +0.8%
TNA
517
True North Advisors
Texas
$295K +$4.85K +91 +1%
PFS
518
Prospera Financial Services
Texas
$293K -$55.1K -1,033 -14%
LF
519
Lantz Financial
Illinois
$292K -$21.4K -401 -6%
ASN
520
Advisory Services Network
Georgia
$292K +$17K +319 +5%
CIC
521
Carnegie Investment Counsel
Ohio
$291K – – –
EIP
522
Epoch Investment Partners
New York
$290K +$30.6K +574 +10%
VWA
523
Visionary Wealth Advisors
Illinois
$285K -$800 -15 -0.2%
ANRIA
524
American National Registered Investment Advisor
Texas
$283K – – –
EM
525
Excalibur Management
Massachusetts
$282K -$5.97K -112 -2%