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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
226
Raymond James Trust
Florida
$521K +$20.4K +111 +4%
WG
227
Winton Group
United Kingdom
$521K +$501K +2,727 New
FMT
228
First Mercantile Trust
Tennessee
$517K -$82.7K -450 -15%
CG
229
CFO4Life Group
Texas
$510K +$123K +669 +33%
AWM
230
Avior Wealth Management
Nebraska
$496K +$107K +580 +29%
CP
231
Covenant Partners
Tennessee
$495K -$30.1K -164 -6%
GHA
232
GW Henssler & Associates
Georgia
$495K +$16.5K +90 +4%
Creative Planning
233
Creative Planning
Kansas
$491K +$94.1K +512 +25%
BCV
234
Banque Cantonale Vaudoise
Switzerland
$483K +$5.7K +31 +1%
MPAM
235
Monarch Partners Asset Management
Massachusetts
$482K +$116K +630 +33%
CAN
236
Cetera Advisor Networks
California
$463K -$15.8K -86 -3%
IWA
237
Intercontinental Wealth Advisors
Texas
$456K -$71.3K -388 -14%
RFA
238
Reilly Financial Advisors
California
$452K
PAS
239
Park Avenue Securities
New York
$448K +$35.7K +194 +9%
William Blair & Company
240
William Blair & Company
Illinois
$443K +$14.7K +80 +4%
VIA
241
Vident Investment Advisory
Georgia
$438K -$41K -223 -9%
VAS
242
Vestmark Advisory Solutions
Massachusetts
$431K +$8.09K +44 +2%
ST
243
Somerset Trust
Pennsylvania
$427K
AIC
244
Archer Investment Corporation
Indiana
$420K
GCP
245
GSA Capital Partners
United Kingdom
$415K +$399K +2,171 New
BNP Paribas Financial Markets
246
BNP Paribas Financial Markets
France
$411K +$64.7K +352 +20%
KAS
247
Kestra Advisory Services
Texas
$398K +$4.41K +24 New
AIM
248
Aigen Investment Management
New York
$396K -$1.92M -10,440 -83%
Fayez Sarofim & Co
249
Fayez Sarofim & Co
Texas
$394K
CSIC
250
Clifford Swan Investment Counsel
California
$375K