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Name Holding Trade Value Shares
Change
Change in
Stake
NFC
526
Northeast Financial Consultants
Connecticut
$328K
TCM
527
TimesSquare Capital Management
New York
$323K +$21.9K +140 +7%
UCFA
528
United Capital Financial Advisors
Texas
$321K -$2.35K -15 -0.7%
AAS
529
Avantax Advisory Services
Texas
$312K +$309K +1,971 New
GT
530
Greenleaf Trust
Michigan
$308K +$24.4K +156 +9%
IMRF
531
Illinois Municipal Retirement Fund
Illinois
$308K +$306K +1,951 New
Kovitz Investment Group Partners
532
Kovitz Investment Group Partners
Illinois
$307K -$4.7K -30 -2%
LRPA
533
L. Roy Papp & Associates
Arizona
$306K +$304K +1,940 New
PWP
534
Principle Wealth Partners
Connecticut
$303K
WB
535
West Bancorporation
Iowa
$300K +$11.6K +74 +4%
VWA
536
V Wealth Advisors
Kansas
$299K -$7.05K -45 -2%
OC
537
Oppenheimer & Co
New York
$298K -$187K -1,195 -39%
PA
538
Parallel Advisors
California
$298K +$28.1K +179 +10%
BBNA
539
Bremer Bank National Association
Minnesota
$297K -$1.1K -7 -0.4%
HR
540
Hayden Royal
North Carolina
$289K +$288K +1,835 New
TFO
541
Tarbox Family Office
California
$283K -$54.5K -348 -16%
AWM
542
Aprio Wealth Management
Georgia
$282K -$28.2K -180 -9%
LOAME
543
Lombard Odier Asset Management (Europe)
United Kingdom
$282K +$280K +1,786 New
Vanguard Personalized Indexing Management
544
Vanguard Personalized Indexing Management
California
$281K +$279K +1,780 New
CIA
545
CSat Investment Advisory
Michigan
$273K +$18.6K +119 +7%
SIM
546
Stratos Investment Management
Ohio
$273K +$271K +1,732 New
Verition Fund Management
547
Verition Fund Management
Connecticut
$272K -$672K -4,288 -71%
FLPIM
548
F.L. Putnam Investment Management
Massachusetts
$272K -$16.1K -103 -6%
LSAG
549
Lake Street Advisors Group
New Hampshire
$268K -$74.3K -474 -22%
C1AG
550
Client 1st Advisory Group
Florida
$266K