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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$2K
VFA
152
Valeo Financial Advisors
Indiana
$1K -$227 -25 -20%
SL
153
Savior LLC
Massachusetts
$1K
FHA
154
First Horizon Advisors
Tennessee
$1K +$462 +51 +44%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$1K +$915 +101 New
BFEC
156
Benjamin F. Edwards & Company
Missouri
$1K +$1.01K +112 New
GWS
157
Glassman Wealth Services
Virginia
$1K +$1.5K +166 New
VLKIM
158
Van Lanschot Kempen Investment Management
Netherlands
-$8.76M -918,699 Closed
CGH
159
Crossmark Global Holdings
Texas
-$4.37M -458,193 Closed
PG
160
Pendal Group
Australia
-$4.29M -450,379 Closed
Marshall Wace
161
Marshall Wace
United Kingdom
-$2.68M -281,584 Closed
AGA
162
Altrinsic Global Advisors
Connecticut
-$1.39M -145,620 Closed
DRZID
163
DePrince Race & Zollo Inc (DRZ)
Florida
-$1.38M -144,514 Closed
KWILP
164
Kiwi Wealth Investments Limited Partnership
New Zealand
-$541K -56,739 Closed
CSS
165
Cubist Systematic Strategies
Connecticut
-$523K -54,863 Closed
AssetMark Inc
166
AssetMark Inc
California
-$411K -43,155 Closed
Stifel Financial
167
Stifel Financial
Missouri
-$388K -40,640 Closed
Allianz Asset Management
168
Allianz Asset Management
Germany
-$370K -38,798 Closed
Two Sigma Investments
169
Two Sigma Investments
New York
-$356K -37,408 Closed
Vanguard Personalized Indexing Management
170
Vanguard Personalized Indexing Management
California
-$332K -34,851 Closed
GT
171
Greenleaf Trust
Michigan
-$210K -22,083 Closed
Ameriprise
172
Ameriprise
Minnesota
-$124K -12,421 Closed
JIM
173
Jupiter Investment Management
United Kingdom
-$113K -11,900 Closed
RWA
174
Redhawk Wealth Advisors
Minnesota
-$110K -11,519 Closed
WAM
175
World Asset Management
Michigan
-$101K -10,625 Closed