Name Holding Trade Value Shares
Change
Change in
Stake
ICM
401
Islay Capital Management
Texas
$250K – – –
UCFA
402
United Capital Financial Advisors
Texas
$249K +$263K +1,689 New
BBVA
403
Banco Bilbao Vizcaya Argentaria
Spain
$246K -$62K -398 -19%
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$238K -$22.6K -145 -8%
FFBTD
405
First Financial Bank - Trust Division
Ohio
$237K -$6.08K -39 -2%
DA
406
Denali Advisors
California
$236K +$250K +1,605 New
Harris Associates
407
Harris Associates
Illinois
$232K -$10.9K -70 -4%
PAG
408
Poinciana Advisors Group
Florida
$230K +$244K +1,565 New
AF
409
Allworth Financial
California
$230K +$12.8K +82 +6%
CPA
410
Capital Performance Advisors
California
$230K -$7.33K -47 -3%
VF
411
Virtu Financial
New York
$223K -$68.6K -440 -22%
SO
412
STRS Ohio
Ohio
$221K -$312 -2 -0.1%
AFGAS
413
Allegiance Financial Group Advisory Services
Virginia
$217K +$229K +1,472 New
AC
414
Addison Capital
Pennsylvania
$215K +$228K +1,462 New
MYAM
415
Meiji Yasuda Asset Management
Japan
$215K +$227K +1,459 New
AWM
416
Avaii Wealth Management
Wisconsin
$214K +$227K +1,456 New
CAG
417
Crestwood Advisors Group
Massachusetts
$213K +$226K +1,448 New
CS
418
Candriam SCA
Luxembourg
$213K +$225K +1,445 New
SFS
419
Stiles Financial Services
Minnesota
$213K +$225K +1,445 New
EI
420
Ethic Inc
New York
$212K +$224K +1,440 New
EA
421
Everpar Advisors
Oklahoma
$212K +$224K +1,437 New
PWM
422
Perigon Wealth Management
California
$210K +$222K +1,426 New
M1FG
423
Mach-1 Financial Group
Arkansas
$210K -$395K -2,534 -64%
AU
424
AlphaGrep UK
$209K -$557K -3,575 -72%
SI
425
Stephens Inc
Arkansas
$208K +$220K +1,414 New