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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
676
Level Four Advisory Services
Texas
$311K +$24.7K +588 +8%
Boston Partners
677
Boston Partners
Massachusetts
$310K -$5.33K -127 -2%
SA
678
SRH Advisors
Kansas
$309K – – –
SFI
679
Siemens Fonds Invest
Germany
$308K +$320K +7,626 New
CPA
680
Court Place Advisors
Maryland
$307K -$16.8K -400 -5%
GW
681
GW & Wade
Massachusetts
$306K +$37.1K +883 +13%
MCA
682
Morris Capital Advisors
Pennsylvania
$305K -$25.2K -600 -7%
CCM
683
Coldstream Capital Management
Washington
$303K +$375K +8,942 New
TWM
684
TriaGen Wealth Management
California
$296K – – –
LFA
685
Legacy Financial Advisors
Kentucky
$295K +$14.4K +343 +5%
AIP
686
Almanack Investment Partners
Pennsylvania
$294K +$35.9K +855 +13%
JIR
687
James Investment Research
Ohio
$291K – – –
FTC
688
Farmers Trust Company
Ohio
$291K +$49.1K +1,170 +19%
PFS
689
Prospera Financial Services
Texas
$289K -$24.6K -585 -8%
CG
690
Caprock Group
Idaho
$289K +$22K +525 +8%
Credit Agricole
691
Credit Agricole
France
$287K +$117K +2,775 +64%
SFA
692
Souders Financial Advisors
Ohio
$286K +$672 +16 +0.2%
SLI
693
Sumitomo Life Insurance
Japan
$285K -$909K -21,646 -75%
SW
694
SkyOak Wealth
Michigan
$285K -$12.6K -300 -4%
AF
695
Advisornet Financial
Minnesota
$285K +$19.4K +461 +7%
SIM
696
Sentry Investment Management
Wisconsin
$284K -$43K -1,024 -13%
KPWS
697
Kestra Private Wealth Services
Texas
$284K +$294K +7,013 New
YMRC
698
Yorktown Management & Research Company
Virginia
$283K – – –
DWT
699
Dorsey & Whitney Trust
South Dakota
$280K – – –
PG
700
Pendal Group
Australia
$279K -$611K -14,543 -68%