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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
226
Alta Wealth Advisors
Massachusetts
$670K +$5.8K +115 +0.9%
CF
227
Centaurus Financial
California
$669K +$668K +13,244 New
IIM
228
Ipswich Investment Management
Massachusetts
$665K +$16.4K +325 +3%
X
229
Xponance
Pennsylvania
$649K -$67.7K -1,341 -9%
SOADOR
230
State of Alaska Department of Revenue
Alaska
$648K
Creative Planning
231
Creative Planning
Kansas
$641K +$165K +3,262 +35%
Public Employees Retirement Association of Colorado
232
Public Employees Retirement Association of Colorado
Colorado
$629K
SPC
233
Sigma Planning Corp
Michigan
$613K +$186K +3,676 +43%
PF
234
Phoenix Financial
Israel
$607K +$38.3K +759 +7%
RPCONE
235
Retirement Planning Company of New England
Rhode Island
$593K -$3.94K -78 -0.7%
Kovitz Investment Group Partners
236
Kovitz Investment Group Partners
Illinois
$591K -$926K -18,351 -61%
EA
237
Emerald Advisers
Pennsylvania
$589K -$938K -18,589 -61%
HSBC Holdings
238
HSBC Holdings
United Kingdom
$585K -$723K -14,319 -55%
DnB Asset Management
239
DnB Asset Management
Norway
$567K +$89.9K +1,782 +19%
IMC Chicago
240
IMC Chicago
Illinois
$560K +$560K +11,092 New
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$556K -$189K -3,739 -38%
PWM
242
Perigon Wealth Management
California
$554K +$53K +1,050 +11%
Cetera Investment Advisers
243
Cetera Investment Advisers
Illinois
$535K -$37K -734 -6%
TC
244
TownSquare Capital
Utah
$533K -$15.5K -308 -3%
SG Americas Securities
245
SG Americas Securities
New York
$519K +$275K +5,457 +113%
CS
246
Cannell & Spears
New York
$514K -$12.6K -250 -2%
Brown Advisory
247
Brown Advisory
Maryland
$512K -$16.4K -325 -3%
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$510K -$129K -2,557 -20%
CMANY
249
Capital Management Associates (New York)
New York
$505K
Prudential Financial
250
Prudential Financial
New Jersey
$487K -$505 -10 -0.1%