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Name Holding Trade Value Shares
Change
Change in
Stake
IP
376
Intellectus Partners
California
$941K
SSWM
377
Smith Salley Wealth Management
North Carolina
$931K +$79.4K +274 +10%
AC
378
Allstate Corporation
Illinois
$927K -$112K -385 -11%
RWM
379
Ritholtz Wealth Management
New York
$925K +$565K +1,949 +178%
IFWM
380
Institute for Wealth Management
Colorado
$922K -$64.1K -221 -7%
Vanguard Personalized Indexing Management
381
Vanguard Personalized Indexing Management
California
$922K +$87.8K +303 +11%
CRC
382
Curi RMB Capital
Illinois
$912K
LPARFS
383
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$912K +$870K +3,000 New
HI
384
Horizon Investments
North Carolina
$885K +$24.9K +86 +3%
GC
385
GFG Capital
Florida
$860K +$46.7K +161 +6%
OPCM
386
Osborne Partners Capital Management
California
$859K -$6.16M -21,242 -88%
CB
387
Commerce Bank
Missouri
$856K +$60.9K +210 +8%
PCS
388
Personal CFO Solutions
New Jersey
$848K +$290 +1 +0%
CCMINC
389
Cardinal Capital Management Inc (North Carolina)
North Carolina
$846K -$143K -492 -15%
PWM
390
Perigon Wealth Management
California
$840K +$29.6K +102 +4%
Creative Planning
391
Creative Planning
Kansas
$835K +$109K +376 +16%
CI
392
Cigna Investments
Connecticut
$813K -$5.8K -20 -0.7%
PWM
393
Palumbo Wealth Management
New York
$805K +$768K +2,649 New
YMRC
394
Yorktown Management & Research Company
Virginia
$790K
SP
395
Symmetry Partners
Connecticut
$779K
DTL
396
Dynamic Technology Lab
Singapore
$774K +$453K +1,562 +159%
US Bancorp
397
US Bancorp
Minnesota
$772K +$24.9K +86 +4%
RFC
398
Regions Financial Corp
Alabama
$771K -$89.9K -310 -11%
AIM
399
Achmea Investment Management
Netherlands
$767K +$732K +2,524 New
HA
400
Harbor Advisors
Florida
$760K