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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
376
Baker Tilly Wealth Management
Wisconsin
$715K -$587K -1,317 -48%
EGM
377
Engineers Gate Manager
New York
$710K -$294K -660 -32%
IRF
378
IBM Retirement Fund
New York
$706K
TCWM
379
Total Clarity Wealth Management
Illinois
$688K +$618K +1,387 New
PCA
380
Personal Capital Advisors
California
$664K -$21.8K -49 -4%
TFA
381
Teamwork Financial Advisors
Texas
$650K -$15.6K -35 -3%
TSS
382
Two Sigma Securities
New York
$647K +$582K +1,305 New
PA
383
Procyon Advisors
Connecticut
$646K +$25K +56 +4%
Robeco Institutional Asset Management
384
Robeco Institutional Asset Management
Netherlands
$644K
QP
385
Quilter Plc
United Kingdom
$641K -$38.3K -86 -6%
CAM
386
Concorde Asset Management
Michigan
$638K -$35.6K -80 -6%
ECM
387
Everence Capital Management
Indiana
$630K
PWS
388
Precision Wealth Strategies
Missouri
$628K -$66K -148 -10%
SO
389
STRS Ohio
Ohio
$613K -$94.9K -213 -15%
KRSITF
390
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$613K -$18.7K -42 -3%
F
391
F3Logic
Minnesota
$613K
Vontobel Holding
392
Vontobel Holding
Switzerland
$602K +$891 +2 +0.2%
ACM
393
AlphaCrest Capital Management
New York
$584K -$4.61M -10,351 -90%
SW
394
SkyOak Wealth
Michigan
$583K
IFG
395
Independent Financial Group
California
$574K +$6.68K +15 +1%
CIAS
396
Capital Investment Advisory Services
North Carolina
$569K
AAS
397
Avantax Advisory Services
Texas
$567K +$22.3K +50 +5%
SP
398
Symmetry Partners
Connecticut
$561K
RJT
399
Raymond James Trust
Florida
$560K -$4.01K -9 -0.8%
CAM
400
Cresset Asset Management
Illinois
$560K +$32.5K +73 +7%