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Name Holding Trade Value Shares
Change
Change in
Stake
QCG
826
Quadrant Capital Group
Ohio
$280K -$6.26K -51 -3%
IFG
827
Independent Financial Group
California
$280K -$190K -1,549 -45%
NIMI
828
Natixis Investment Managers International
France
$279K +$231K +1,879 New
PWA
829
Phoenix Wealth Advisors
North Carolina
$278K
DU
830
Delphia (USA)
Ontario, Canada
$277K -$328K -2,671 -59%
GI
831
Gradient Investments
Minnesota
$277K +$982 +8 +0.4%
BDF
832
Balasa Dinverno & Foltz
$275K +$227K +1,851 New
C
833
Covestor
United Kingdom
$273K +$73.1K +596 +48%
CGL
834
Clarius Group LLC
Washington
$272K
SIC
835
Samalin Investment Counsel
New York
$270K -$66.1K -539 -23%
PA
836
Parallel Advisors
California
$270K -$21.5K -175 -9%
CPIA
837
Cornell Pochily Investment Advisors
New York
$270K +$3.68K +30 +2%
TA
838
Townsend & Associates
Colorado
$270K +$220K +1,793 New
SW
839
SVB Wealth
Massachusetts
$269K -$11K -90 -5%
LFM
840
LGT Fund Management
Liechtenstein
$269K
BMC
841
Beaton Management Company
Massachusetts
$268K
MJP
842
Michael J. Puzo
$268K
TBA
843
Tower Bridge Advisors
Pennsylvania
$268K +$221K +1,800 New
GWAM
844
Guardian Wealth Advisors (Minnesota)
Minnesota
$267K -$1.72K -14 -0.8%
TSW
845
Thompson Siegel & Walmsley
Virginia
$266K
PWS
846
Precision Wealth Strategies
Missouri
$265K +$219K +1,781 New
PIM
847
Perpetual Investment Management
Australia
$264K
NP
848
NorthRock Partners
Minnesota
$263K +$217K +1,771 New
SCM
849
Shelton Capital Management
Colorado
$261K -$24K -196 -10%
IA
850
Inspire Advisors
Idaho
$259K +$214K +1,744 New