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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
326
Personal CFO Solutions
New Jersey
$1.25M -$124K -588 -10%
MFGM
327
Marshall Financial Group (Maryland)
Maryland
$1.24M -$236K -1,123 -18%
WEPOG
328
Wealth Enhancement & Preservation of GA
Georgia
$1.24M +$39.7K +189 +4%
VIM
329
Vista Investment Management
Pennsylvania
$1.23M -$21.2K -101 -2%
QI
330
QS Investors
New York
$1.22M +$81.6K +388 +8%
KPWS
331
Kestra Private Wealth Services
Texas
$1.22M +$2.94K +14 +0.3%
BCV
332
Banque Cantonale Vaudoise
Switzerland
$1.21M -$147K -700 -13%
CCM
333
Cinctive Capital Management
New York
$1.2M +$1.02M +4,868 New
FA
334
Faithward Advisors
Pennsylvania
$1.18M -$2.68M -12,734 -73%
EI
335
Ethic Inc
New York
$1.17M +$248K +1,179 +33%
OCM
336
Orion Capital Management
California
$1.14M -$42K -200 -4%
SMH
337
Sanders Morris Harris
Texas
$1.14M
CI
338
Cigna Investments
Connecticut
$1.13M -$154K -734 -14%
UCFA
339
United Capital Financial Advisors
Texas
$1.07M -$42.7K -203 -4%
Mercer Global Advisors
340
Mercer Global Advisors
Colorado
$1.05M +$18.5K +88 +2%
PAG
341
Private Advisor Group
New Jersey
$1.05M -$41.8K -199 -4%
Creative Planning
342
Creative Planning
Kansas
$1.03M -$563K -2,678 -39%
RIM
343
Redpoint Investment Management
Australia
$1.01M
VIA
344
Vident Investment Advisory
Georgia
$1.01M -$252K -1,200 -23%
IRF
345
IBM Retirement Fund
New York
$1M -$172K -818 -17%
WP
346
WealthSource Partners
California
$990K
OSAM
347
O'Shaughnessy Asset Management
Connecticut
$987K +$28K +133 +3%
VI
348
Vestcor Inc
New Brunswick, Canada
$965K -$53.8K -256 -6%
TIM
349
Thompson Investment Management
Wisconsin
$949K
KRSITF
350
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$934K -$46.5K -221 -6%