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Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
226
Mid Atlantic Financial Management
Pennsylvania
$733K +$328K +21,105 +100%
MS
227
Mizuho Securities
Japan
$719K +$101K +6,505 +16%
EI
228
Ethic Inc
New York
$688K +$151K +9,720 +28%
SI
229
Scharf Investments
California
$674K -$54.8K -3,525 -7%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$657K -$122K -7,865 -16%
AAM
231
Advisors Asset Management
Colorado
$651K +$130K +8,370 +25%
Sumitomo Mitsui Trust Group
232
Sumitomo Mitsui Trust Group
Japan
$650K -$716K -46,050 -52%
PA
233
Parallel Advisors
California
$641K +$9.64K +620 +2%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$638K +$147K +9,420 +29%
AIM
235
Aigen Investment Management
New York
$618K -$1.06M -68,110 -63%
EVM
236
Eaton Vance Management
Massachusetts
$613K +$51.7K +3,325 +9%
BSAM
237
Blue Square Asset Management
New York
$612K +$359K +23,060 +137%
OFS
238
OneAscent Financial Services
Alabama
$610K +$87.7K +5,640 +17%
SI
239
Stephens Inc
Arkansas
$604K +$313K +20,120 +105%
PGIM
240
Pacific Global Investment Management
California
$600K +$52.3K +3,365 +9%
CCA
241
Checchi Capital Advisers
California
$598K -$10.2K -655 -2%
TC
242
Telemus Capital
Michigan
$583K -$28.1K -1,805 -4%
RHBC
243
R.H. Bluestein & Co
Michigan
$576K – – –
PA
244
Pinnacle Associates
New York
$573K – – –
IB
245
Intrust Bank
Kansas
$567K -$19.9K -1,280 -3%
WA
246
Wealth Alliance
New York
$546K +$51.8K +3,330 +10%
RC
247
RegentAtlantic Capital
New Jersey
$538K -$132K -8,490 -20%
LSAG
248
Lake Street Advisors Group
New Hampshire
$536K -$3.89K -250 -0.7%
BP
249
Ballentine Partners
Massachusetts
$528K +$33.8K +2,175 +7%
BCM
250
BTC Capital Management
Iowa
$526K +$248K +15,970 +88%