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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
451
United Capital Financial Advisors
Texas
$205K +$201K +7,129 New
CL
452
Choreo LLC
Illinois
$204K +$201K +7,120 New
WCA
453
Westover Capital Advisors
Delaware
$203K
SFP
454
Shepherd Financial Partners
Massachusetts
$202K +$198K +7,011 New
VEA
455
Virtus ETF Advisers
New York
$195K -$2.06K -73 -1%
WIA
456
Wetzel Investment Advisors
Indiana
$192K
APF
457
Alaska Permanent Fund
Alaska
$181K -$78.4K -2,780 -32%
CI Investments Inc
458
CI Investments Inc
Ontario, Canada
$172K +$2.65K +94 +2%
EA
459
Evolution Advisers
Virginia
$170K
CA
460
Continuum Advisory
Idaho
$168K
S
461
SignatureFD
Georgia
$165K -$3.19K -113 -2%
RFS
462
Richardson Financial Services
Massachusetts
$162K -$11.6K -410 -7%
WTA
463
Washington Trust Advisors
Massachusetts
$160K +$2.65K +94 +2%
Bessemer Group
464
Bessemer Group
New Jersey
$155K +$2.37K +84 +2%
NEI
465
Northwest & Ethical Investments
Ontario, Canada
$154K +$33.8K +1,200 +29%
ITIM
466
Indiana Trust & Investment Management
Indiana
$151K +$8.46K +300 +6%
CIBC Private Wealth Group
467
CIBC Private Wealth Group
Georgia
$149K -$126K -4,450 -46%
AT
468
Avalon Trust
New Mexico
$144K
SAG
469
Spotlight Asset Group
Illinois
$144K
AF
470
Allworth Financial
California
$138K +$25.9K +918 +25%
AIP
471
Ameritas Investment Partners
Nebraska
$137K
DB
472
Danske Bank
Denmark
$135K
HFM
473
Hartford Financial Management
Connecticut
$118K
MG
474
Mather Group
Illinois
$117K +$26K +923 +28%
FFA
475
Frazier Financial Advisors
Ohio
$115K -$28 -1 -0%