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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$344K -$52.9K -999 -15%
Stifel Financial
202
Stifel Financial
Missouri
$341K -$407K -7,682 -57%
BWM
203
Biltmore Wealth Management
Arizona
$337K +$53.1K +1,002 +16%
FSC
204
Full Sail Capital
Oklahoma
$313K
SCM
205
Shelton Capital Management
Colorado
$300K -$25.4K -480 -9%
Squarepoint
206
Squarepoint
New York
$296K -$804K -15,175 -75%
GFA
207
Gifford Fong Associates
California
$294K
RHBC
208
R.H. Bluestein & Co
Michigan
$294K
AIM
209
Alambic Investment Management
California
$292K -$132K -2,500 -33%
CB
210
Commerce Bank
Missouri
$285K
RCM
211
Radnor Capital Management
Pennsylvania
$276K
WAM
212
World Asset Management
Michigan
$269K -$2.38K -45 -1%
UCFA
213
United Capital Financial Advisors
Texas
$269K
AA
214
ALPS Advisors
Colorado
$268K -$26.8K -505 -10%
LIA
215
LS Investment Advisors
Michigan
$267K +$9.38K +177 +4%
KCM
216
Kanawha Capital Management
Virginia
$253K +$228K +4,300 New
WT
217
Washington Trust
Rhode Island
$253K +$228K +4,307 New
LWM
218
Loveless Wealth Management
Montana
$250K +$225K +4,250 New
SCA
219
Stonebridge Capital Advisors
Minnesota
$243K
EHWM
220
Eads & Heald Wealth Management
Georgia
$243K +$219K +4,135 New
CT
221
Coastline Trust
Rhode Island
$243K +$219K +4,140 New
AR
222
Advisory Research
Illinois
$239K +$216K +4,067 New
M&T Bank
223
M&T Bank
New York
$237K +$213K +4,027 New
PA
224
Profund Advisors
Maryland
$228K +$205K +3,873 New
Tudor Investment Corp
225
Tudor Investment Corp
Connecticut
$222K +$201K +3,786 New