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Name Holding Trade Value Shares
Change
Change in
Stake
IC
201
IEQ Capital
California
$454K -$178K -922 -28%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$447K +$770 +4 +0.2%
CIBC World Market
203
CIBC World Market
Ontario, Canada
$433K +$33.3K +173 +8%
Corient Private Wealth
204
Corient Private Wealth
Florida
$424K +$425K +2,207 New
CAN
205
Cetera Advisor Networks
California
$397K +$398K +2,066 New
CHA
206
Carmichael Hill & Associates
Maryland
$380K
SEM
207
Suncoast Equity Management
Florida
$379K +$379K +1,970 New
PI
208
PEAK6 Investments
Illinois
$376K -$2.21M -11,466 -85%
LFDLE
209
La Financiere de L'Echiquier
France
$370K +$370K +1,920 New
VWM
210
Venturi Wealth Management
Texas
$353K +$354K +1,838 New
FA
211
FDx Advisors
Illinois
$350K -$126K -654 -26%
SCM
212
Shelton Capital Management
Colorado
$343K
S
213
SignatureFD
Georgia
$334K -$30K -156 -8%
MC
214
Moors & Cabot
Massachusetts
$333K
SOW
215
State of Wyoming
Wyoming
$331K +$106K +550 +47%
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$330K -$52.8K -274 -14%
MM
217
MQS Management
New York
$325K +$326K +1,692 New
ETC
218
Exchange Traded Concepts
Oklahoma
$308K +$34.9K +181 +13%
Vanguard Personalized Indexing Management
219
Vanguard Personalized Indexing Management
California
$307K -$164K -850 -35%
CIP
220
Capital Insight Partners
Arizona
$296K +$15K +78 +5%
API
221
Advisor Partners II
California
$294K +$294K +1,529 New
DWT
222
Dorsey & Whitney Trust
South Dakota
$294K +$5.39K +28 +2%
RJT
223
Raymond James Trust
Florida
$292K -$21K -109 -7%
Vontobel Holding
224
Vontobel Holding
Switzerland
$289K
AG
225
AIA Group
Hong Kong
$287K +$9.63K +50 +3%