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Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
251
1832 Asset Management
Ontario, Canada
$909K -$94.2K -2,145 -10%
QCM
252
Quantinno Capital Management
New York
$907K +$822K +18,728 New
CW
253
Connectus Wealth
Ohio
$901K +$251K +5,719 +44%
4WM
254
44 Wealth Management
Oregon
$883K -$39.7K -905 -5%
SI
255
Stephens Inc
Arkansas
$875K +$119K +2,715 +18%
ISL
256
Ingalls & Snyder LLC
New York
$870K +$283K +6,445 +56%
LSV Asset Management
257
LSV Asset Management
Illinois
$862K
SW
258
SVB Wealth
Massachusetts
$852K +$149K +3,391 +24%
KeyBank National Association
259
KeyBank National Association
Ohio
$844K +$27.8K +633 +4%
FA
260
FDx Advisors
Illinois
$841K -$22.7K -518 -3%
BFG
261
Beacon Financial Group
Texas
$841K +$4.3K +98 +0.6%
GA
262
GFS Advisors
Texas
$840K
Neuberger Berman Group
263
Neuberger Berman Group
New York
$832K +$8.3K +189 +1%
SFA
264
Sequoia Financial Advisors
Ohio
$830K +$336K +7,652 +81%
GT
265
Greenleaf Trust
Michigan
$814K -$2.55K -58 -0.3%
SPIA
266
Steward Partners Investment Advisory
New York
$808K +$395 +9 +0.1%
IB
267
Intrust Bank
Kansas
$807K +$232K +5,277 +46%
DADC
268
D.A. Davidson & Co
Montana
$796K +$282K +6,424 +64%
William Blair & Company
269
William Blair & Company
Illinois
$789K -$12.2K -277 -2%
AWA
270
Aaron Wealth Advisors
Illinois
$783K +$430K +9,805 +154%
GFS
271
GYL Financial Synergies
Connecticut
$782K +$709K +16,151 New
CG
272
Caprock Group
Idaho
$780K +$183K +4,167 +35%
MFA
273
Millington Financial Advisors
Illinois
$778K +$705K +16,058 New
PG
274
Patten Group
Tennessee
$773K -$26K -592 -4%
NGA
275
Naples Global Advisors
Florida
$769K -$46.1K -1,050 -6%