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Name Holding Trade Value Shares
Change
Change in
Stake
BDF
526
Balasa Dinverno & Foltz
$422K +$42.8K +127 +10%
UAS
527
United Asset Strategies
New York
$421K +$452K +1,340 New
LJAC
528
L.J. Altfest & Co
New York
$418K -$107K -317 -19%
HI
529
Horizon Investments
North Carolina
$412K -$741K -2,198 -63%
ARMT
530
Amica Retiree Medical Trust
Rhode Island
$412K +$443K +1,313 New
MFG
531
Merit Financial Group
Georgia
$408K
SI
532
Stephens Inc
Arkansas
$404K -$168K -499 -28%
RJT
533
Raymond James Trust
Florida
$404K -$100K -297 -19%
PFPT
534
Pinnacle Financial Partners (Tennessee)
Tennessee
$393K +$30.4K +90 +8%
SIC
535
Samalin Investment Counsel
New York
$392K -$37.8K -112 -8%
CGL
536
Clarius Group LLC
Washington
$390K +$17.9K +53 +4%
WANY
537
Wealthspire Advisors (New York)
New York
$387K +$416K +1,232 New
Cerity Partners
538
Cerity Partners
New York
$380K +$2.02K +6 +0.5%
RFC
539
Regions Financial Corp
Alabama
$379K -$78.2K -232 -16%
LOAME
540
Lombard Odier Asset Management (Europe)
United Kingdom
$377K -$89.7K -266 -18%
EGA
541
E&G Advisors
Texas
$377K +$33.7K +100 +9%
CFG
542
Citizens Financial Group
Rhode Island
$374K +$11.1K +33 +3%
CG
543
Caprock Group
Idaho
$373K -$42.5K -126 -10%
IFS
544
Ifrah Financial Services
Arkansas
$373K -$8.77K -26 -2%
CCA
545
Catalyst Capital Advisors
New York
$371K -$32K -95 -7%
FC
546
FORA Capital
Florida
$366K +$394K +1,167 New
IC
547
IEQ Capital
California
$364K +$137K +405 +54%
Twin Tree Management
548
Twin Tree Management
Texas
$361K +$388K +1,150 New
MFG
549
Magnus Financial Group
New York
$356K +$383K +1,135 New
HFM
550
Harvest Fund Management
China
$355K +$87.4K +259 +30%