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Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
251
CI Investments Inc
Ontario, Canada
$205K -$9.16K -504 -4%
FIA
252
Foundations Investment Advisors
Arizona
$203K +$218K +11,978 New
USAA
253
United Services Automobile Association
Texas
$202K
FAIM
254
Financial Advocates Investment Management
Washington
$202K -$64.1K -3,528 -23%
JIC
255
Johnson Investment Counsel
Ohio
$194K
WH
256
Whitcomb & Hess
Ohio
$191K +$2.93K +161 +1%
PA
257
Probity Advisors
Texas
$186K +$199K +10,974 New
IAA
258
Independent Advisor Alliance
North Carolina
$185K +$198K +10,916 New
CAG
259
Csenge Advisory Group
Florida
$183K -$15.9K -873 -7%
HNB
260
Huntington National Bank
Ohio
$180K -$7.52K -414 -4%
HWM
261
HB Wealth Management
Georgia
$179K -$77.1K -4,240 -29%
SI
262
Stephens Inc
Arkansas
$179K +$192K +10,548 New
AWA
263
Arete Wealth Advisors
Illinois
$176K +$189K +10,417 New
EFG
264
Everhart Financial Group
Ohio
$174K
BSW
265
Buckingham Strategic Wealth
Missouri
$171K +$183K +10,089 New
PA
266
Pinnacle Associates
New York
$170K
BBHC
267
Brown Brothers Harriman & Co
New York
$161K +$173K +9,515 New
SAM
268
S.A. Mason
Michigan
$115K
WPWM
269
Western Pacific Wealth Management
Illinois
$107K
UB
270
UMB Bank
Missouri
$101K +$3.51K +193 +3%
DekaBank Deutsche Girozentrale
271
DekaBank Deutsche Girozentrale
Germany
$100K -$23.7K -1,303 -18%
CM
272
Caption Management
Oklahoma
$84.8K +$90.9K +5,000 New
VFM
273
Viking Fund Management
North Dakota
$84.8K +$90.9K +5,000 New
RFS
274
Richardson Financial Services
Massachusetts
$83.5K -$6.27K -345 -7%
CA
275
Continuum Advisory
Idaho
$82.8K +$909 +50 +1%