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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
326
Avantax Advisory Services
Texas
$938K +$296K +5,419 +55%
Vontobel Holding
327
Vontobel Holding
Switzerland
$924K +$45.6K +835 +6%
AW
328
Alaethes Wealth
Nevada
$914K +$809K +14,804 New
Janney Montgomery Scott
329
Janney Montgomery Scott
Pennsylvania
$911K +$21K +385 +3%
SCM
330
Schnieders Capital Management
California
$907K -$43.4K -794 -5%
ISL
331
Ingalls & Snyder LLC
New York
$896K -$75.7K -1,385 -9%
PMG
332
ProVise Management Group
Florida
$890K -$45.3K -829 -5%
FWIA
333
Fort Washington Investment Advisors
Ohio
$846K +$43.7K +800 +6%
CP
334
Camelot Portfolios
Ohio
$837K -$175K -3,197 -19%
US Bancorp
335
US Bancorp
Minnesota
$837K +$129K +2,356 +21%
Baird Financial Group
336
Baird Financial Group
Wisconsin
$827K +$12.1K +222 +2%
MSA
337
Marino Stram & Associates
Massachusetts
$821K +$13.7K +251 +2%
CB
338
Commerce Bank
Missouri
$820K -$42.1K -771 -5%
PAG
339
Private Advisor Group
New Jersey
$816K +$53.5K +979 +8%
GG
340
Gofen & Glossberg
Illinois
$799K -$164 -3 -0%
PFO
341
Pathstone Family Office
New Jersey
$785K +$107K +1,962 +18%
MML Investors Services
342
MML Investors Services
Massachusetts
$764K +$28.2K +517 +4%
CSS
343
Cubist Systematic Strategies
Connecticut
$761K +$141K +2,588 +27%
WC
344
Wexford Capital
Florida
$761K +$153K +2,803 +29%
LNWWM
345
Laird Norton Wetherby Wealth Management
California
$752K +$171K +3,138 +35%
IAA
346
Independent Advisor Alliance
North Carolina
$733K -$74.9K -1,371 -10%
DC
347
Davenport & Co
Virginia
$728K -$9.84K -180 -2%
KRSITF
348
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$728K +$74.1K +1,357 +13%
William Blair & Company
349
William Blair & Company
Illinois
$700K +$29.4K +538 +5%
BOH
350
Bank of Hawaii
Hawaii
$688K +$72.1K +1,320 +13%