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Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
676
Fisher Asset Management
Washington
$338K -$133K -4,505 -29%
ASC
677
Atalanta Sosnoff Capital
New York
$338K -$3.38K -115 -1%
HSA
678
HBK Sorce Advisory
Pennsylvania
$337K -$27.3K -929 -8%
MMPW
679
Mitchell McLeod Pugh & Williams
Alabama
$337K -$1.71K -58 -0.5%
SL
680
Sentry LLC
Tennessee
$333K -$559 -19 -0.2%
IB
681
Intrust Bank
Kansas
$327K -$24.1K -820 -7%
IAMOG
682
Investors Asset Management of Georgia
Georgia
$325K -$28K -950 -8%
RCAG
683
Rehmann Capital Advisory Group
Michigan
$322K -$6.33K -215 -2%
GL
684
Graypoint LLC
New York
$321K +$16.4K +558 +6%
CWM
685
Concentric Wealth Management
California
$320K -$9.54K -324 -3%
FFM
686
Forum Financial Management
Illinois
$318K – – –
LWCFA
687
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$317K – – –
GF
688
Gabelli Funds
New York
$317K – – –
PA
689
PFG Advisors
Arizona
$317K +$25.7K +872 +9%
FP
690
Foundry Partners
Minnesota
$315K +$307K +10,425 New
CGL
691
Clarius Group LLC
Washington
$314K -$50.8K -1,726 -14%
WA
692
Waverly Advisors
Alabama
$313K +$305K +10,372 New
VCG
693
Vantage Consulting Group
Virginia
$312K -$8.48K -288 -3%
AIA
694
Affinity Investment Advisors
California
$311K -$2.27K -77 -0.7%
MKA
695
M. Kulyk & Associates
Georgia
$310K – – –
PSC
696
Portman Square Capital
United Kingdom
$309K -$88.3K -3,001 -23%
CCM
697
Chilton Capital Management
Texas
$309K -$51.5K -1,750 -15%
PP
698
Prudential plc
United Kingdom
$308K -$1.04M -35,485 -78%
GWM
699
Gitterman Wealth Management
New Jersey
$307K +$299K +10,163 New
CTA
700
Camelot Technology Advisors
California
$304K – – –