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Name Holding Trade Value Shares
Change
Change in
Stake
SNT
276
Security National Trust
West Virginia
$290K
IC
277
IEQ Capital
California
$290K +$280K +1,000 New
Dimensional Fund Advisors
278
Dimensional Fund Advisors
Texas
$283K -$17.7K -63 -6%
Brown Advisory
279
Brown Advisory
Maryland
$279K -$2.52K -9 -0.9%
Janney Montgomery Scott
280
Janney Montgomery Scott
Pennsylvania
$275K +$33.7K +120 +15%
DCM
281
Dupont Capital Management
Delaware
$274K
VFM
282
Vivid Financial Management
California
$273K -$5.61K -20 -2%
ZB
283
Zions Bancorporation
Utah
$272K -$51.3K -183 -16%
PFS
284
Prospera Financial Services
Texas
$268K -$561 -2 -0.2%
EDRH
285
Edmond de Rothschild Holding
Switzerland
$266K -$5.61K -20 -2%
OTPPB
286
Ontario Teachers' Pension Plan Board
Ontario, Canada
$263K -$662K -2,361 -72%
BRWA
287
B. Riley Wealth Advisors
Florida
$259K
VCA
288
Verdence Capital Advisors
Maryland
$251K +$243K +865 New
ACM
289
AlphaCrest Capital Management
New York
$245K -$208K -741 -47%
WAM
290
World Asset Management
Michigan
$245K +$237K +844 New
1WA
291
180 Wealth Advisors
Washington
$241K +$6.73K +24 +3%
CIAS
292
Capital Investment Advisory Services
North Carolina
$235K
IA
293
IndexIQ Advisors
New York
$235K +$24.4K +87 +12%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$233K
KWM
295
Kingsview Wealth Management
Oregon
$232K
MC
296
Machina Capital
France
$232K +$224K +800 New
MGIM
297
M&G Investment Management
United Kingdom
$231K +$224K +797 New
PM
298
Parametrica Management
Hong Kong
$224K -$599K -2,136 -73%
BPB
299
Badgley, Phelps & Bell
Washington
$218K
Creative Planning
300
Creative Planning
Kansas
$213K -$436K -1,555 -68%