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Name Holding Trade Value Shares
Change
Change in
Stake
VST
676
Van Strum & Towne
California
$324K -$57.5K -300 -16%
EF
677
Empirical Finance
Pennsylvania
$324K +$305K +1,588 New
SBH
678
Segall Bryant & Hamill
Illinois
$319K +$21.7K +113 +8%
FRM
679
Fox Run Management
Connecticut
$309K +$290K +1,514 New
RC
680
Roundview Capital
New Jersey
$306K
SS
681
Simplicity Solutions
Minnesota
$299K +$281K +1,464 New
RMCM
682
Reynders McVeigh Capital Management
Massachusetts
$298K +$279K +1,457 New
KFS
683
Kurt F. Somerville
$296K -$91.1K -475 -25%
LFAS
684
Level Four Advisory Services
Texas
$293K
SHGA
685
Sand Hill Global Advisors
California
$291K +$273K +1,425 New
VFA
686
Voya Financial Advisors
Connecticut
$289K +$36.1K +188 +15%
PFM
687
Parsec Financial Management
North Carolina
$287K +$6.71K +35 +3%
PAM
688
Peak Asset Management
Colorado
$286K
FAAS
689
First Allied Advisory Services
California
$279K +$7.1K +37 +3%
CAPTRUST Financial Advisors
690
CAPTRUST Financial Advisors
North Carolina
$278K +$10.2K +53 +4%
MC
691
MIG Capital
California
$275K
IG
692
ING Group
Netherlands
$275K +$259K +1,348 New
JWA
693
JFS Wealth Advisors
Pennsylvania
$269K -$5.37K -28 -2%
S
694
SignatureFD
Georgia
$268K +$27.4K +143 +12%
AIM
695
ARK Investment Management
Florida
$267K -$83K -433 -25%
LNC
696
Lincoln National Corp
Pennsylvania
$266K -$93K -485 -27%
GAMA
697
Graticule Asia Macro Advisors
New York
$266K -$57.5K -300 -19%
TH
698
TCTC Holdings
Texas
$266K
SC
699
Savant Capital
Illinois
$265K +$17.5K +91 +8%
EWM
700
Evercore Wealth Management
New York
$264K -$20.1K -105 -8%