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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
351
Vanguard Personalized Indexing Management
California
$1.02M +$75.6K +284 +7%
SC
352
Sonen Capital
California
$1.01M -$250K -939 -18%
MCIA
353
Mountain Capital Investment Advisors
Colorado
$980K -$75.6K -284 -7%
KAS
354
Kestra Advisory Services
Texas
$978K +$110K +414 +11%
MWM
355
MorganRosel Wealth Management
Colorado
$972K +$230K +863 +27%
Mercer Global Advisors
356
Mercer Global Advisors
Colorado
$971K +$206K +774 +24%
Macquarie Group
357
Macquarie Group
Australia
$966K
AG
358
Algert Global
California
$951K +$1.05M +3,933 New
EOJOAM
359
E. Ohman J:or Asset Management
Sweden
$943K
SCA
360
Snowden Capital Advisors
New York
$938K -$2.46M -9,264 -70%
PG
361
Pendal Group
Australia
$934K -$773K -2,905 -43%
MIA
362
MainStreet Investment Advisors
Illinois
$898K -$31.1K -117 -3%
VCA
363
Verdence Capital Advisors
Maryland
$894K +$43.1K +162 +5%
CG
364
Colony Group
Massachusetts
$886K -$5.05K -19 -0.5%
Capstone Investment Advisors
365
Capstone Investment Advisors
New York
$884K +$842K +3,164 +646%
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$880K -$1.06K -4 -0.1%
UH
367
Unigestion Holding
Switzerland
$877K +$259K +975 +37%
IC
368
Intersect Capital
California
$869K -$244K -917 -20%
MGWM
369
Marks Group Wealth Management
Minnesota
$867K +$953K +3,583 New
N
370
Natixis
France
$858K -$12.2M -45,993 -93%
FT
371
Fiduciary Trust
Massachusetts
$858K
CAPTRUST Financial Advisors
372
CAPTRUST Financial Advisors
North Carolina
$858K +$347K +1,303 +58%
CNC
373
Canandaigua National Corp
New York
$853K -$340K -1,278 -27%
SSWM
374
Smith Salley Wealth Management
North Carolina
$813K +$32.2K +121 +4%
PA
375
PFG Advisors
Arizona
$799K +$293K +1,100 +50%