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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
176
Geneos Wealth Management
Colorado
$209K -$9.02K -278 -4%
OL
177
Optas LLC
Texas
$207K +$162 +5 +0.1%
CG
178
Caprock Group
Idaho
$206K +$5.68K +175 +3%
SGA
179
Strategic Global Advisors
California
$204K +$203K +6,247 New
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$193K +$55.7K +1,717 +41%
LC
181
Lindbrook Capital
California
$190K +$44K +1,357 +30%
CG
182
Cutler Group
California
$177K -$19.9K -613 -10%
SSG
183
Summit Securities Group
New York
$150K
New York State Common Retirement Fund
184
New York State Common Retirement Fund
New York
$144K
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$135K +$26.5K +817 +25%
National Bank of Canada
186
National Bank of Canada
Quebec, Canada
$134K -$30.8K -950 -19%
MHR
187
Matthew Hamilton Rosenberg
$125K
SPIA
188
Steward Partners Investment Advisory
New York
$124K +$32.4K +1,000 +36%
VVP
189
Venture Visionary Partners
Ohio
$103K +$103K +3,165 New
CJL
190
Cyrus J. Lawrence
New York
$100K
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.3K -$1.62K -50 -2%
GWS
192
Glassman Wealth Services
Virginia
$82K +$5.55K +171 +7%
ACM
193
Aquatic Capital Management
Illinois
$82K +$81.1K +2,500 New
HNB
194
Huntington National Bank
Ohio
$79K
HWA
195
HHM Wealth Advisors
Tennessee
$65K +$18.7K +576 +41%
SWM
196
Selective Wealth Management
Virginia
$62K
VFA
197
Valeo Financial Advisors
Indiana
$54K +$53.1K +1,638 New
IA
198
IFP Advisors
Florida
$53K
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$51.3K +$42.9M +1,321,468 +589%
WT
200
Whittier Trust
California
$48K -$1.23K -38 -3%