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Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
301
Blue Square Asset Management
New York
$438K +$204K +1,286 +84%
PWPS
302
Pinnacle Wealth Planning Services
Ohio
$436K -$49.4K -311 -10%
1832 Asset Management
303
1832 Asset Management
Ontario, Canada
$436K +$116K +730 +35%
PCA
304
Personal Capital Advisors
California
$435K +$87.6K +552 +25%
IWA
305
Intercontinental Wealth Advisors
Texas
$433K -$47.6K -300 -10%
OFS
306
OneAscent Financial Services
Alabama
$432K +$40.6K +256 +10%
ET
307
Equitable Trust
Tennessee
$428K – – –
CS
308
Comerica Securities
Michigan
$422K -$65.6K -413 -13%
RhumbLine Advisers
309
RhumbLine Advisers
Massachusetts
$420K +$57.2K +360 +15%
SFA
310
Sequoia Financial Advisors
Ohio
$416K -$46.7K -294 -10%
HIA
311
Harbor Investment Advisory
Maryland
$413K -$63.8K -402 -13%
MG
312
Mather Group
Illinois
$413K -$29.7K -187 -7%
MCCP
313
Mission Creek Capital Partners
California
$412K -$14.3K -90 -3%
TI
314
Trexquant Investment
Connecticut
$412K +$420K +2,644 New
SI
315
Stephens Inc
Arkansas
$410K -$125K -790 -23%
RG
316
Rikoon Group
New Mexico
$401K – – –
OL
317
Optas LLC
Texas
$394K +$46.7K +294 +13%
Cambridge Investment Research Advisors
318
Cambridge Investment Research Advisors
Iowa
$394K +$48.6K +306 +14%
HC
319
Henshaw Capital
Massachusetts
$393K -$45.6K -287 -10%
Mirae Asset Global Investments
320
Mirae Asset Global Investments
South Korea
$392K -$142K -892 -26%
CMO
321
Covenant Multifamily Offices
Texas
$390K -$134K -845 -25%
PFS
322
Physicians Financial Services
North Carolina
$389K – – –
FHC
323
First Horizon Corporation
Tennessee
$388K +$396K +2,492 New
ASN
324
Advisory Services Network
Georgia
$387K +$10.8K +68 +3%
EI
325
Ellevest Inc
New York
$387K +$66.5K +419 +20%