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Name Holding Trade Value Shares
Change
Change in
Stake
B
151
Bailard
California
$428K +$100K +751 +27%
BP
152
Ballentine Partners
Massachusetts
$428K +$111K +833 +30%
SBH
153
Segall Bryant & Hamill
Illinois
$380K
PCG
154
Private Capital Group
Connecticut
$359K +$184K +1,380 +85%
HRC
155
Hoertkorn Richard Charles
$351K -$46.7K -350 -11%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$345K +$180K +1,347 +88%
SI
157
Stephens Inc
Arkansas
$343K
CGL
158
Clarius Group LLC
Washington
$337K -$21.2K -159 -5%
WIA
159
Wealthstreet Investment Advisors
Texas
$337K -$21.1K -158 -5%
SRC
160
Sage Rhino Capital
California
$335K +$25.4K +190 +7%
BOPW
161
Brandywine Oak Private Wealth
Pennsylvania
$333K +$54.3K +407 +17%
Mackenzie Financial
162
Mackenzie Financial
Ontario, Canada
$330K -$300K -2,250 -45%
SCM
163
SOL Capital Management
Maryland
$330K -$26.7K -200 -7%
CAM
164
Cresset Asset Management
Illinois
$325K -$168K -1,260 -32%
AWM
165
Aberdeen Wealth Management
Illinois
$322K
LWM
166
Lenox Wealth Management
Ohio
$320K -$8.41K -63 -2%
IWA
167
Intercontinental Wealth Advisors
Texas
$319K +$161K +1,207 +83%
KOMWMG
168
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$316K -$13.8K -103 -4%
WA
169
Wambolt & Associates
Colorado
$313K +$25K +187 +8%
EI
170
Ethic Inc
New York
$312K +$40.4K +303 +13%
MBT
171
Montecito Bank & Trust
California
$309K
PA
172
Parallel Advisors
California
$306K +$143K +1,069 +72%
LDB
173
Lee, Danner & Bass
Tennessee
$300K +$334K +2,500 New
TSS
174
Two Sigma Securities
New York
$298K -$1.23M -9,247 -79%
1WA
175
180 Wealth Advisors
Washington
$298K -$22.2K -166 -6%