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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
301
Envestnet Asset Management
Illinois
$468K +$117K +2,301 +24%
APA
302
American Portfolios Advisors
New York
$464K -$33.4K -655 -5%
Credit Agricole
303
Credit Agricole
France
$457K +$587K +11,526 +5,763%
KeyBank National Association
304
KeyBank National Association
Ohio
$449K +$251K +4,917 +75%
DCM
305
Dupont Capital Management
Delaware
$445K +$582K +11,415 New
Chevy Chase Trust
306
Chevy Chase Trust
Maryland
$436K +$6.63K +130 +1%
SCA
307
Sassicaia Capital Advisers
New York
$415K +$21.5K +421 +4%
SVCP
308
Silicon Valley Capital Partners
California
$415K +$207K +4,062 +62%
LNWWM
309
Laird Norton Wetherby Wealth Management
California
$414K -$85K -1,667 -14%
AWM
310
Apollon Wealth Management
South Carolina
$412K +$539K +10,580 New
IAIM
311
International Assets Investment Management
Florida
$406K
OWA
312
Octavia Wealth Advisors
Ohio
$406K +$66.3K +1,300 +14%
E
313
Ergoteles
New York
$398K +$521K +10,219 New
CAN
314
Claraphi Advisory Network
United States
$397K +$199K +3,910 +62%
VFA
315
Valeo Financial Advisors
Indiana
$395K -$42K -825 -8%
MCM
316
MAI Capital Management
Ohio
$389K +$54.2K +1,063 +12%
IAA
317
Independent Advisor Alliance
North Carolina
$387K +$84.8K +1,664 +20%
G
318
Gainplan
Michigan
$387K +$510K +10,003 New
FHC
319
First Heartland Consultants
Missouri
$385K +$28.8K +566 +6%
Vanguard Personalized Indexing Management
320
Vanguard Personalized Indexing Management
California
$379K +$18.5K +362 +4%
JWCA
321
J.W. Cole Advisors
Florida
$375K +$118K +2,319 +32%
CCM
322
Coe Capital Management
Illinois
$370K -$357K -7,000 -42%
BAM
323
Blueshift Asset Management
New Jersey
$360K -$244K -4,795 -34%
MOS
324
MGO One Seven
Ohio
$354K -$1.07K -21 -0.2%
GI
325
Gradient Investments
Minnesota
$349K +$23.7K +465 +5%