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Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
351
Roman Butler Fullerton & Co
Missouri
$299K +$1.68K +48 +0.6%
IAA
352
Independent Advisor Alliance
North Carolina
$298K +$305K +8,724 New
Swedbank
353
Swedbank
Sweden
$295K
WS
354
Wedbush Securities
California
$294K +$490 +14 +0.2%
IWA
355
Intercontinental Wealth Advisors
Texas
$292K +$299K +8,537 New
PFM
356
Parsec Financial Management
North Carolina
$289K
TI
357
Trexquant Investment
Connecticut
$278K -$261K -7,458 -48%
CWM
358
CIBC World Markets
New York
$276K -$164K -4,692 -37%
BI
359
Blooom Inc
Kansas
$269K +$82.9K +2,369 +42%
FWCM
360
Ferguson Wellman Capital Management
Oregon
$263K
MHIC
361
Marble Harbor Investment Counsel
Massachusetts
$262K
PFO
362
Pathstone Family Office
New Jersey
$262K +$13.5K +387 +5%
CAPTRUST Financial Advisors
363
CAPTRUST Financial Advisors
North Carolina
$254K -$26.8K -766 -9%
VWM
364
Venturi Wealth Management
Texas
$250K +$256K +7,315 New
MM
365
MQS Management
New York
$240K +$245K +7,008 New
FAF
366
Första AP-fonden
Sweden
$236K -$1.66M -47,500 -87%
LWAC
367
Laurel Wealth Advisors (California)
California
$223K +$229K +6,530 New
IIC
368
Integrated Investment Consultants
Michigan
$222K -$3.01K -86 -1%
SA
369
Syntax Advisors
New York
$222K +$227K +6,491 New
VCG
370
Vantage Consulting Group
Virginia
$222K +$227K +6,491 New
FHA
371
Flagship Harbor Advisors
Massachusetts
$218K -$35.8K -1,023 -14%
PG
372
Patten Group
Tennessee
$217K -$113K -3,233 -34%
AAS
373
Avantax Advisory Services
Texas
$216K +$221K +6,326 New
FWM
374
Focused Wealth Management
New York
$214K +$77K +2,200 +54%
GCM
375
Graham Capital Management
Connecticut
$208K +$214K +6,102 New