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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
226
Vanguard Personalized Indexing Management
California
$422K +$16K +89 +4%
CHA
227
Carmichael Hill & Associates
Maryland
$394K
VWM
228
Venturi Wealth Management
Texas
$391K -$4.32K -24 -1%
SCA
229
Summit Creek Advisors
Minnesota
$390K
MC
230
Moors & Cabot
Massachusetts
$386K +$360 +2 +0.1%
OC
231
Oppenheimer & Co
New York
$381K +$16.9K +94 +5%
Vontobel Holding
232
Vontobel Holding
Switzerland
$376K +$14K +78 +4%
WS
233
Wedbush Securities
California
$372K +$336K +1,867 New
SPIA
234
Steward Partners Investment Advisory
New York
$367K +$89K +495 +37%
DCM
235
DGS Capital Management
New Jersey
$352K -$130K -720 -29%
SIA
236
Schechter Investment Advisors
Michigan
$348K +$314K +1,744 New
KIA
237
KLR Investment Advisors
Rhode Island
$344K +$310K +1,723 New
AWM
238
AE Wealth Management
Kansas
$343K -$140K -778 -33%
Cetera Investment Advisers
239
Cetera Investment Advisers
Illinois
$343K -$10.1K -56 -3%
HCA
240
Harbor Capital Advisors
Illinois
$340K -$31.3K -174 -9%
MGWM
241
Marks Group Wealth Management
Minnesota
$325K +$5.4K +30 +2%
SGA
242
Strategic Global Advisors
California
$309K -$10.6K -59 -4%
TPCW
243
TD Private Client Wealth
New York
$301K +$230K +1,277 +548%
AC
244
AXQ Capital
New Jersey
$299K +$270K +1,500 New
YMRC
245
Yorktown Management & Research Company
Virginia
$299K +$270K +1,500 New
MYIA
246
Mount Yale Investment Advisors
Colorado
$298K +$269K +1,494 New
EI
247
Ethic Inc
New York
$294K +$266K +1,476 New
Mercer Global Advisors
248
Mercer Global Advisors
Colorado
$288K -$18K -100 -6%
PAS
249
Park Avenue Securities
New York
$286K +$258K +1,436 New
GT
250
Glenmede Trust
Pennsylvania
$281K +$21.4K +119 +9%