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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1001
Frontier Investment Management
Texas
$439K +$10.5K +204 +2%
Capstone Investment Advisors
1002
Capstone Investment Advisors
New York
$437K +$442K +8,616 New
CPO
1003
Cerity Partners OCIO
New York
$435K +$223K +4,353 +104%
CG
1004
Cutler Group
California
$432K -$6.1M -118,900 -93%
CIA
1005
Capital Impact Advisors
Massachusetts
$432K – – –
MC
1006
Martin Currie
United Kingdom
$432K +$15.4K +300 +4%
SAM
1007
Symphony Asset Management
California
$431K -$14.9K -290 -3%
APP
1008
Avantax Planning Partners
Iowa
$428K +$432K +8,412 New
KF
1009
Krilogy Financial
Missouri
$427K +$3.33K +65 +0.8%
PL
1010
Plancorp LLC
Missouri
$426K -$144K -2,800 -25%
BL
1011
Balentine LLC
Georgia
$425K +$89.6K +1,747 +26%
VIA
1012
Vantage Investment Advisors
Pennsylvania
$423K -$156K -3,037 -27%
IWM
1013
IHT Wealth Management
Illinois
$422K +$416K +8,117 New
PSC
1014
Prentiss Smith & Co
Vermont
$422K +$420K +8,195 +8,195%
HCM
1015
Hollencrest Capital Management
California
$420K +$423K +8,256 New
SFM
1016
Signature Financial Management
Virginia
$419K -$14.9K -290 -3%
TSWM
1017
Triangle Securities Wealth Management
North Carolina
$410K – – –
HB
1018
Homrich & Berg
Georgia
$410K +$161K +3,137 +64%
BDF
1019
Balasa Dinverno & Foltz
$409K +$7.23K +141 +2%
FQ
1020
First Quadrant
California
$407K -$1.68M -32,708 -80%
BWM
1021
Braver Wealth Management
Massachusetts
$406K +$41.3K +806 +11%
HS
1022
Huntington Steele
Pennsylvania
$404K – – –
Fuller & Thaler Asset Management
1023
Fuller & Thaler Asset Management
California
$402K – – –
SA
1024
Strategic Advisors
New York
$401K -$320K -6,245 -44%
AssetMark Inc
1025
AssetMark Inc
California
$398K +$71.8K +1,400 +22%