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Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
426
Robeco Institutional Asset Management
Netherlands
$261K -$957K -5,601 -79%
RWB
427
RMR Wealth Builders
New Jersey
$260K – – –
UCFA
428
United Capital Financial Advisors
Texas
$256K +$246K +1,440 New
AA
429
Advisory Alpha
Michigan
$251K – – –
BFG
430
Beacon Financial Group
Texas
$250K -$62.9K -368 -21%
WAM
431
Wallington Asset Management
Indiana
$249K – – –
IWC
432
Integrated Wealth Concepts
Massachusetts
$248K +$238K +1,395 New
EWA
433
EverSource Wealth Advisors
Alabama
$247K +$20.8K +122 +10%
OIS
434
OneAscent Investment Solutions
Alabama
$246K – – –
ET
435
Equitable Trust
Tennessee
$244K – – –
NIM
436
NEOS Investment Management
Connecticut
$241K +$2.56K +15 +1%
MNA
437
Manning & Napier Advisors
New York
$240K +$229K +1,339 New
CIA
438
Caerus Investment Advisors
Texas
$237K +$227K +1,331 New
FT
439
Fiduciary Trust
Massachusetts
$232K -$99.6K -583 -31%
WCM
440
Washington Capital Management
Washington
$231K +$222K +1,300 New
KF
441
Krilogy Financial
Missouri
$231K +$202K +1,184 New
CAM
442
Claret Asset Management
Quebec, Canada
$231K -$513 -3 -0.2%
HFS
443
Hantz Financial Services
Michigan
$229K +$49.9K +292 +29%
PFM
444
Patton Fund Management
Texas
$227K – – –
PWM
445
Perigon Wealth Management
California
$219K +$211K +1,232 New
SSWM
446
Sheets Smith Wealth Management
North Carolina
$219K +$210K +1,231 New
GRP
447
Global Retirement Partners
California
$219K +$69.7K +408 +50%
CCA
448
Checchi Capital Advisers
California
$219K -$23.1K -135 -10%
Bank Julius Baer & Co
449
Bank Julius Baer & Co
Switzerland
$214K -$2.15M -12,563 -91%
AMCA
450
Arthur M. Cohen & Associates
Illinois
$214K +$205K +1,200 New