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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
551
Vestmark Advisory Solutions
Massachusetts
$195K -$12.6K -744 -6%
LWM
552
Lenox Wealth Management
Ohio
$195K – – –
WI
553
Wedgewood Investors
Pennsylvania
$194K – – –
Cerity Partners
554
Cerity Partners
New York
$191K -$270K -15,949 -60%
SP
555
Symmetry Partners
Connecticut
$189K -$114K -6,734 -39%
AAP
556
Arax Advisory Partners
Colorado
$187K +$178K +10,529 New
CCB
557
Cutter & Co Brokerage
Missouri
$187K +$178K +10,546 New
WKWM
558
Walter & Keenan Wealth Management
Indiana
$186K +$178K +10,500 New
CL
559
Choreo LLC
Illinois
$185K -$38.6K -2,285 -18%
CP
560
Covenant Partners
Tennessee
$185K – – –
HWA
561
HCR Wealth Advisors
California
$182K +$4.04K +239 +2%
KMWM
562
Keudell/Morrison Wealth Management
Oregon
$181K -$15.7K -928 -8%
TCM
563
Teza Capital Management
Illinois
$180K -$1.09M -64,175 -86%
BO
564
BRR OpCo
Ohio
$180K -$3.82K -226 -2%
CL
565
CPWM LLC
Washington
$179K – – –
FMLI
566
Fukoku Mutual Life Insurance
Japan
$179K – – –
SPIA
567
Steward Partners Investment Advisory
New York
$179K +$171K +10,090 New
ET
568
Equitable Trust
Tennessee
$178K – – –
RHBC
569
R.H. Bluestein & Co
Michigan
$178K – – –
WCA
570
Westover Capital Advisors
Delaware
$178K – – –
DWM
571
Doyle Wealth Management
Florida
$178K +$169K +10,010 New
IRC
572
Investors Research Corp
Georgia
$166K – – –
VFA
573
Valeo Financial Advisors
Indiana
$165K -$49K -2,899 -24%
CB
574
Community Bank
New York
$156K – – –
AWM
575
AllSquare Wealth Management
New York
$155K -$43.4K -2,565 -23%