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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
176
BTC Capital Management
Iowa
$555K +$11.6K +329 +2%
Dodge & Cox
177
Dodge & Cox
California
$553K -$254K -7,183 -31%
AP
178
Advisor Partners
California
$521K +$52.2K +1,479 +11%
AAM
179
AR Asset Management
California
$516K
IB
180
Intrust Bank
Kansas
$514K -$24.7K -701 -5%
PAG
181
Private Advisor Group
New Jersey
$511K +$48.5K +1,374 +10%
BWAM
182
Boyd Watterson Asset Management
Ohio
$493K +$19.7K +558 +4%
GVT
183
Genesee Valley Trust
New York
$492K -$39.6K -1,121 -7%
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$485K +$29.4K +834 +6%
SAM
185
Strategy Asset Managers
California
$484K +$26.3K +744 +6%
FA
186
FDx Advisors
Illinois
$480K +$244K +6,898 +102%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$479K -$169K -4,775 -26%
TD Asset Management
188
TD Asset Management
Ontario, Canada
$479K -$6.04K -171 -1%
PAI
189
Pittenger & Anderson Inc
Nebraska
$474K
BO
190
BRR OpCo
Ohio
$473K -$12.8K -362 -3%
GT
191
Glenmede Trust
Pennsylvania
$445K +$19K +538 +4%
OMC
192
Old Mission Capital
Illinois
$441K +$442K +12,530 New
GA
193
GFS Advisors
Texas
$433K +$435K +12,311 New
Capital Fund Management (CFM)
194
Capital Fund Management (CFM)
France
$383K +$384K +10,887 New
IA
195
IFP Advisors
Florida
$379K +$381K +10,790 New
Creative Planning
196
Creative Planning
Kansas
$372K -$57.8K -1,636 -13%
FAAS
197
First Allied Advisory Services
California
$370K -$13.5K -383 -4%
WTC
198
WhitTier Trust Company
Nevada
$366K -$410K -11,619 -53%
IIM
199
Ipswich Investment Management
Massachusetts
$365K -$5.93K -168 -2%
PFM
200
PacWest Financial Management
Arizona
$354K -$767K -21,715 -68%