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Name Holding Trade Value Shares
Change
Change in
Stake
IFG
451
Independent Financial Group
California
$669K +$8.71K +44 +1%
KPWS
452
Kestra Private Wealth Services
Texas
$652K +$600K +3,032 New
CBA
453
Coastal Bridge Advisors
Connecticut
$650K -$47.5K -240 -7%
SI
454
Stephens Inc
Arkansas
$642K +$591K +2,986 New
RS
455
Robeco Schweiz
Switzerland
$639K -$195K -986 -25%
KIA
456
KCM Investment Advisors
California
$638K -$15.8K -80 -3%
ECM
457
ETrade Capital Management
Virginia
$638K -$13.3K -67 -2%
ET
458
Equitable Trust
Tennessee
$630K – – –
CAN
459
Claraphi Advisory Network
United States
$628K +$577K +2,918 New
IWS
460
Insight Wealth Strategies
California
$617K +$185K +936 +48%
LNWWM
461
Laird Norton Wetherby Wealth Management
California
$613K +$22.6K +114 +4%
CRIG
462
Charter Research & Investment Group
Connecticut
$608K – – –
DTL
463
Dynamic Technology Lab
Singapore
$605K +$557K +2,814 New
PP
464
Prudential plc
United Kingdom
$596K -$19.2K -97 -3%
V
465
Veritable
Delaware
$585K +$34.4K +174 +7%
SFS
466
Sowell Financial Services
Arkansas
$584K +$146K +738 +37%
Wealthfront Advisers
467
Wealthfront Advisers
California
$583K -$1.19K -6 -0.2%
AII
468
AGF Investments Inc
Ontario, Canada
$580K +$106K +537 +25%
Lazard Asset Management
469
Lazard Asset Management
New York
$578K +$247K +1,246 +86%
MCC
470
Malaga Cove Capital
California
$568K +$522K +2,638 New
RCM
471
RB Capital Management
Nevada
$565K +$16.8K +85 +3%
PAS
472
Park Avenue Securities
New York
$554K +$108K +544 +27%
QCM
473
Quantinno Capital Management
New York
$539K +$17.6K +89 +4%
CFM
474
Comprehensive Financial Management
California
$538K – – –
IMRF
475
Illinois Municipal Retirement Fund
Illinois
$532K +$489K +2,472 New