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Name Holding Trade Value Shares
Change
Change in
Stake
SI
301
Stephens Inc
Arkansas
$287K -$109K -5,429 -30%
SWRP
302
Summit Wealth & Retirement Planning
California
$285K +$42.1K +2,100 +20%
BC
303
Burney Company
Virginia
$273K – – –
MAM
304
MMA Asset Management
Pennsylvania
$271K +$12.2K +610 +5%
FQ
305
First Quadrant
California
$271K +$193K +9,600 +420%
Squarepoint
306
Squarepoint
New York
$270K -$1.48M -73,700 -86%
CA
307
Calton & Associates
Florida
$268K +$4.17K +208 +2%
M&T Bank
308
M&T Bank
New York
$265K +$12.5K +625 +6%
P
309
&Partners
Tennessee
$263K -$89.3K -4,455 -28%
CL
310
COWA LLC
Oklahoma
$263K +$231K +11,541 New
WSTAM
311
Wilbanks Smith & Thomas Asset Management
Virginia
$261K – – –
FFM
312
Forum Financial Management
Illinois
$256K +$226K +11,264 New
BC
313
Bridgefront Capital
Texas
$255K -$181K -9,036 -45%
ACI
314
Alpha Cubed Investments
California
$250K – – –
GVAG
315
Great Valley Advisor Group
Delaware
$244K -$35.4K -1,767 -14%
DLG
316
Daniel L. Goodwin
$233K -$10K -500 -5%
VI
317
Versor Investments
New York
$230K -$720K -35,919 -78%
TCA
318
Transcend Capital Advisors
New Jersey
$228K – – –
MRWM
319
ML&R Wealth Management
Texas
$228K +$201K +10,000 New
CCFM
320
Clear Creek Financial Management
Washington
$228K +$201K +10,011 New
IIM
321
Ironwood Investment Management
Massachusetts
$225K +$198K +9,875 New
MLICM
322
Metropolitan Life Insurance Company (MetLife)
New York
$217K +$521 +26 +0.3%
BMSSC
323
B. Metzler seel. Sohn & Co
Germany
$212K +$190K +9,462 New
JMPWA
324
JP Morgan Private Wealth Advisors
California
$209K +$184K +9,170 New
PWPS
325
Pinnacle Wealth Planning Services
Ohio
$207K +$182K +9,099 New