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Name Holding Trade Value Shares
Change
Change in
Stake
AP
226
Adero Partners
California
$444K +$452K +10,313 New
GRP
227
Global Retirement Partners
California
$439K +$443K +10,097 +9,436%
TCA
228
Transcend Capital Advisors
New Jersey
$432K +$441K +10,050 New
AMI
229
Amica Mutual Insurance
Rhode Island
$430K
CA
230
Claar Advisors
New York
$430K
WW
231
Westshore Wealth
California
$389K +$396K +9,038 New
PAG
232
Private Advisor Group
New Jersey
$374K +$381K +8,690 New
FIA
233
Foundations Investment Advisors
Arizona
$373K +$136K +3,108 +56%
SWM
234
Segment Wealth Management
Texas
$367K +$374K +8,541 New
UR
235
USCA RIA
Texas
$362K -$2.76K -63 -0.7%
Qube Research & Technologies (QRT)
236
Qube Research & Technologies (QRT)
United Kingdom
$361K +$367K +8,382 New
Comerica Bank
237
Comerica Bank
Texas
$360K +$330K +7,529 New
BJL
238
Brighton Jones LLC
Washington
$350K +$89.7K +2,046 +34%
IC
239
IEQ Capital
California
$350K +$357K +8,133 New
GC
240
Guggenheim Capital
Illinois
$348K +$355K +8,095 New
OWD
241
Osborn Williams & Donohoe
Ohio
$344K -$351K -8,000 -50%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$341K +$347K +7,916 New
AG
243
Aperio Group
California
$337K +$343K +7,828 New
Principal Financial Group
244
Principal Financial Group
Iowa
$329K +$336K +7,657 New
GIA
245
Gateway Investment Advisers
Ohio
$324K -$2.51M -57,229 -88%
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$323K -$55.4K -1,264 -14%
Cerity Partners
247
Cerity Partners
New York
$322K -$290K -6,625 -47%
Verition Fund Management
248
Verition Fund Management
Connecticut
$322K -$160K -3,642 -33%
Manulife (Manufacturers Life Insurance)
249
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$316K -$10.6K -241 -3%
SFA
250
Semmax Financial Advisors
North Carolina
$308K +$212K +4,835 +209%