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Name Holding Trade Value Shares
Change
Change in
Stake
PI
351
PFS Investments
Georgia
$606K +$92.4K +2,286 +18%
VAG
352
VisionPoint Advisory Group
Texas
$601K -$82.2K -2,033 -13%
RIM
353
Rampart Investment Management
Connecticut
$593K +$488K +12,077 +538%
X
354
Xponance
Pennsylvania
$583K +$569K +14,090 New
CAN
355
Cetera Advisor Networks
California
$581K +$16K +397 +3%
NB
356
NBT Bank
New York
$579K -$808 -20 -0.1%
TNB
357
TCF National Bank
South Dakota
$572K +$419K +10,373 New
VAS
358
Vestmark Advisory Solutions
Massachusetts
$561K +$283 +7 +0.1%
ECM
359
Everence Capital Management
Indiana
$560K – – –
RHBC
360
R.H. Bluestein & Co
Michigan
$553K -$7M -173,208 -93%
RIA
361
Recurrent Investment Advisors
Texas
$550K +$109K +2,700 +26%
FWM
362
Focused Wealth Management
New York
$549K – – –
BS
363
Banco Santander
Spain
$541K -$3.52K -87 -0.7%
LW
364
Linscomb Wealth
Texas
$540K -$6.75K -167 -1%
VF
365
Virtu Financial
New York
$536K +$523K +12,949 New
LSERS
366
Louisiana State Employees Retirement System
Louisiana
$534K – – –
SRAM
367
Stone Ridge Asset Management
New York
$532K -$901K -22,300 -63%
WAM
368
Wolverine Asset Management
Illinois
$522K +$510K +12,614 New
DADC
369
D.A. Davidson & Co
Montana
$506K -$156K -3,872 -24%
CIA
370
Cascade Investment Advisors
Oregon
$504K +$482K +11,915 +4,766%
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$503K – – –
AP
372
Advisor Partners
California
$502K -$52.2K -1,292 -10%
Dodge & Cox
373
Dodge & Cox
California
$500K -$244K -6,033 -33%
SPC
374
Sigma Planning Corp
Michigan
$498K +$44.6K +1,104 +10%
PAG
375
Private Advisor Group
New Jersey
$498K +$240K +5,934 +98%