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Name Holding Trade Value Shares
Change
Change in
Stake
AC
326
Avestar Capital
New York
$241K -$68.7K -545 -20%
Cambridge Investment Research Advisors
327
Cambridge Investment Research Advisors
Iowa
$241K -$63.1K -500 -19%
CFW
328
CA Family Wealth
California
$239K -$137K -1,086 -33%
WAS
329
WESPAC Advisors SoCal
California
$239K -$1.26K -10 -0.5%
HPC
330
HM Payson & Co
Maine
$236K – – –
HH
331
Hilltop Holdings
Texas
$235K -$47.8K -379 -15%
FT
332
Fiduciary Trust
Massachusetts
$232K -$6.31K -50 -2%
HIIFS
333
Harel Insurance Investments & Financial Services
Israel
$231K +$378 +3 +0.1%
OL
334
Optas LLC
Texas
$229K +$8.96K +71 +4%
KWA
335
KCS Wealth Advisory
California
$225K -$42.8K -339 -14%
LW
336
Linscomb Wealth
Texas
$219K – – –
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$217K +$129K +1,023 +109%
ASN
338
Advisory Services Network
Georgia
$214K -$28.4K -225 -10%
CI
339
CX Institutional
Indiana
$210K – – –
EM
340
ELCO Management
New York
$210K – – –
VFA
341
Voya Financial Advisors
Connecticut
$210K +$28.1K +223 +14%
LI
342
Leap Investments
Illinois
$210K +$240K +1,900 New
BBHC
343
Brown Brothers Harriman & Co
New York
$208K -$105K -833 -31%
JFA
344
JNBA Financial Advisors
Minnesota
$207K – – –
CBFP
345
Cedar Brook Financial Partners
Ohio
$207K +$16.9K +134 +8%
ECM
346
Evergreen Capital Management
Washington
$204K -$232K -1,842 -50%
PA
347
Parallel Advisors
California
$204K -$40K -317 -15%
BCM
348
Beck Capital Management
Texas
$203K -$12K -95 -5%
MPCG
349
Matrix Private Capital Group
New York
$202K -$104K -821 -31%
TAM
350
Trillium Asset Management
Massachusetts
$202K – – –