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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
626
Ashfield Capital Partners
California
$481K – – –
MFC
627
Morris Financial Concepts
South Carolina
$480K – – –
JWCA
628
J.W. Cole Advisors
Florida
$477K -$12.9K -43 -2%
HNWAG
629
High Net Worth Advisory Group
Florida
$474K – – –
SP
630
Symmetry Partners
Connecticut
$474K – – –
PA
631
Profund Advisors
Maryland
$473K -$160K -536 -24%
HCMT
632
Highland Capital Management (Tennessee)
Tennessee
$471K – – –
Dodge & Cox
633
Dodge & Cox
California
$463K – – –
FTDI
634
First Trust Direct Indexing
Massachusetts
$463K +$12.3K +41 +2%
TAM
635
Trust Asset Management
Texas
$462K +$22.4K +75 +5%
UCFA
636
United Capital Financial Advisors
Texas
$462K +$48.8K +163 +11%
CFM
637
Capricorn Fund Managers
United Kingdom
$461K – – –
CG
638
Caprock Group
Idaho
$457K +$38K +127 +8%
WKWM
639
Walter & Keenan Wealth Management
Indiana
$456K – – –
EAM
640
Empirical Asset Management
Massachusetts
$452K +$497K +1,660 New
SB
641
Sunflower Bank
Texas
$451K -$17.7K -59 -3%
MCM
642
MAI Capital Management
Ohio
$444K +$15.3K +51 +3%
IC
643
Inverness Counsel
New York
$442K -$220K -735 -31%
OIA
644
OneDigital Investment Advisors
Kansas
$442K +$92.7K +310 +24%
FMAEN1
645
Fund Management at Engine No 1
California
$441K +$75.4K +252 +18%
IFWM
646
Institute for Wealth Management
Colorado
$440K +$127K +423 +35%
QT
647
Quantbot Technologies
New York
$439K +$483K +1,616 New
PCS
648
Personal CFO Solutions
New Jersey
$438K -$30.2K -101 -6%
VAS
649
Vestmark Advisory Solutions
Massachusetts
$432K -$85.6K -286 -15%
DTL
650
Dynamic Technology Lab
Singapore
$432K +$475K +1,588 New