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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
476
Dougherty Wealth Advisers
Minnesota
$100K – – –
Rockefeller Capital Management
477
Rockefeller Capital Management
New York
$97K +$44.1K +186 +87%
Acadian Asset Management
478
Acadian Asset Management
Massachusetts
$96K -$145K -610 -60%
PA
479
Parallel Advisors
California
$95K +$11.1K +47 +14%
SFS
480
Sowell Financial Services
Arkansas
$93K +$62.8K +265 +221%
MIFH
481
Migdal Insurance & Financial Holdings
Israel
$92K +$45.5K +192 +101%
WAM
482
Wolverine Asset Management
Illinois
$90K +$89.4K +377 New
TL
483
TrueWealth LLC
Georgia
$86K – – –
TSW
484
Thompson Siegel & Walmsley
Virginia
$85K – – –
GLI
485
Guardian Life Insurance
New York
$78K – – –
HMS
486
Hanseatic Management Services
New Mexico
$78K – – –
CIA
487
CSat Investment Advisory
Michigan
$70K +$7.35K +31 +12%
GT
488
Glenmede Trust
Pennsylvania
$68K +$1.42K +6 +2%
VFA
489
Valeo Financial Advisors
Indiana
$66K +$42.7K +180 +196%
AAP
490
Arax Advisory Partners
Colorado
$63K -$22.8K -96 -27%
APA
491
American Portfolios Advisors
New York
$62.4K – – –
CFA
492
Carroll Financial Associates
North Carolina
$62K +$36K +152 +139%
S
493
SignatureFD
Georgia
$61K +$12.8K +54 +27%
CDIA
494
Capital Directions Investment Advisors
Georgia
$57K – – –
AIM
495
AIA Investment Management
Singapore
$56K – – –
BCWM
496
Bartlett & Co Wealth Management
Ohio
$52.1K – – –
HWA
497
Heritage Wealth Advisors
Virginia
$51.1K +$711 +3 +1%
SIAS
498
Shine Investment Advisory Services
Colorado
$48K +$3.56K +15 +8%
TPCW
499
TD Private Client Wealth
New York
$46.5K +$45.8K +193 New
IUHSA
500
Itau Unibanco Holding S.A.
Brazil
$46K +$45.5K +192 New