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Name Holding Trade Value Shares
Change
Change in
Stake
HI
476
Horizon Investments
North Carolina
$320K +$18.1K +80 +6%
AO
477
Advisor OS
Illinois
$318K +$17.6K +78 +6%
CWS
478
Confluence Wealth Services
Pennsylvania
$317K +$6.56K +29 +2%
CC
479
Centiva Capital
New York
$313K +$323K +1,427 New
FMAEN1
480
Fund Management at Engine No 1
California
$310K +$26.7K +118 +9%
BP
481
BBR Partners
New York
$309K +$319K +1,409 New
IGAM
482
iA Global Asset Management
Quebec, Canada
$307K +$316K +1,399 New
JFG
483
Jefferies Financial Group
New York
$307K +$316K +1,398 New
JIC
484
Johnson Investment Counsel
Ohio
$306K -$121K -536 -28%
DC
485
Davenport & Co
Virginia
$304K
9WM
486
9258 Wealth Management
Ohio
$299K +$41.9K +185 +16%
ACIM
487
Azimuth Capital Investment Management
Michigan
$298K -$6.79K -30 -2%
TWC
488
TD Waterhouse Canada
Ontario, Canada
$296K -$10.4K -46 -3%
WSC
489
Wellington Shields & Co
New York
$296K
FIM
490
Freedom Investment Management
Connecticut
$295K -$32.8K -145 -10%
WPW
491
Waldron Private Wealth
Pennsylvania
$292K +$301K +1,332 New
CCA
492
Checchi Capital Advisers
California
$288K -$3.62K -16 -1%
TA
493
Teton Advisors
New York
$285K
CIBC Private Wealth Group
494
CIBC Private Wealth Group
Georgia
$283K +$292K +1,292 New
MP
495
McDonald Partners
Ohio
$281K
CWM
496
Cornerstone Wealth Management
Missouri
$277K +$286K +1,264 New
Lido Advisors
497
Lido Advisors
California
$273K +$32.6K +144 +13%
Cerity Partners
498
Cerity Partners
New York
$273K -$15.7M -69,581 -98%
FWP
499
Firethorn Wealth Partners
Georgia
$273K
GLR
500
Great Lakes Retirement
Ohio
$272K -$90.9K -402 -25%