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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
851
Dynamic Advisor Solutions
Arizona
$749K -$132K -790 -16%
NG
852
Norden Group
Utah
$749K +$101K +605 +17%
Luther King Capital Management (LKCM)
853
Luther King Capital Management (LKCM)
Texas
$744K -$67.4K -402 -9%
SC
854
Syon Capital
California
$741K +$27.7K +165 +4%
IF
855
Insight Folios
North Carolina
$740K -$14.4K -86 -2%
PP
856
Paloma Partners
Connecticut
$734K +$698K +4,165 New
SIG
857
Stonegate Investment Group
Alabama
$732K +$27.2K +162 +4%
SACTSONJ
858
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$723K
IAN
859
Integrated Advisors Network
Texas
$712K -$18.4K -110 -3%
WBC
860
Westpac Banking Corp
Australia
$712K
FIA
861
Foundations Investment Advisors
Arizona
$709K +$329K +1,963 +95%
AFT
862
Alpha Family Trust
California
$700K -$61.2K -365 -8%
MG
863
Mather Group
Illinois
$700K +$73.6K +439 +11%
SAM
864
Smartleaf Asset Management
Massachusetts
$699K +$181K +1,082 +38%
VIM
865
Vinva Investment Management
Australia
$699K -$906K -5,402 -58%
UB
866
UMB Bank
Missouri
$696K +$45.1K +269 +7%
BI
867
Ballast Inc
Kentucky
$690K +$657K +3,919 New
NP
868
Ninepoint Partners
Ontario, Canada
$689K -$44.4K -265 -6%
FMLI
869
Fukoku Mutual Life Insurance
Japan
$683K -$88.2K -526 -12%
LWMM
870
Legacy Wealth Management (Mississippi)
Mississippi
$682K
PWMG
871
Pinnacle Wealth Management Group
Michigan
$678K -$13.4K -80 -2%
BBHC
872
Brown Brothers Harriman & Co
New York
$678K +$546K +3,254 +548%
SFFS
873
Stonehage Fleming Financial Services
Jersey
$671K +$639K +3,811 New
OWA
874
One Wealth Advisors
California
$671K -$45.1K -269 -7%
CGL
875
Clarius Group LLC
Washington
$670K -$39.2K -234 -6%