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Name Holding Trade Value Shares
Change
Change in
Stake
SI
251
Scharf Investments
California
$895K -$20.9K -990 -2%
BTWM
252
Baker Tilly Wealth Management
Wisconsin
$894K +$624K +29,535 +234%
MAFM
253
Mid Atlantic Financial Management
Pennsylvania
$848K -$118K -5,570 -12%
IB
254
Intrust Bank
Kansas
$841K +$30K +1,420 +4%
PA
255
Parallel Advisors
California
$832K +$30.9K +1,465 +4%
UCFA
256
United Capital Financial Advisors
Texas
$828K -$2.62M -123,890 -76%
Sumitomo Mitsui Trust Group
257
Sumitomo Mitsui Trust Group
Japan
$825K -$73.3K -3,470 -8%
SI
258
Stephens Inc
Arkansas
$824K -$56.7K -2,685 -6%
CCA
259
Checchi Capital Advisers
California
$822K -$29.6K -1,400 -3%
PAS
260
Park Avenue Securities
New York
$820K +$96.4K +4,565 +13%
Barclays
261
Barclays
United Kingdom
$818K -$7.15M -338,530 -90%
FTDI
262
First Trust Direct Indexing
Massachusetts
$797K +$19.6K +930 +3%
RHBC
263
R.H. Bluestein & Co
Michigan
$795K
QCG
264
Quadrant Capital Group
Ohio
$788K +$85.4K +4,045 +12%
GAM
265
Gotham Asset Management
New York
$786K +$783K +37,065 New
LSAG
266
Lake Street Advisors Group
New Hampshire
$783K +$15.5K +735 +2%
PI
267
PFS Investments
Georgia
$780K +$777K +36,810 New
Schroder Investment Management Group
268
Schroder Investment Management Group
United Kingdom
$778K +$10.7K +505 +1%
WMC
269
Westwood Management Corporation
Illinois
$742K +$739K +35,000 New
AWM
270
Altium Wealth Management
New York
$740K +$98.3K +4,655 +15%
BCI
271
Brinker Capital Investments
Pennsylvania
$736K +$219K +10,385 +43%
BP
272
Ballentine Partners
Massachusetts
$732K -$106 -5 -0%
ASN
273
Advisory Services Network
Georgia
$724K +$665K +31,500 +1,191%
CWM
274
Cordatus Wealth Management
Pennsylvania
$723K +$265K +12,550 +58%
Toronto Dominion Bank
275
Toronto Dominion Bank
Ontario, Canada
$717K -$116K -5,485 -14%