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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
151
Blue Trust Inc
Georgia
$2K +$1.47K +25 New
BIA
152
Bell Investment Advisors
California
$2K +$1.76K +30 New
SC
153
Schubert & Co
Texas
$2K +$2.11K +36 New
FHA
154
First Horizon Advisors
Tennessee
$1K -$9.21K -157 -88%
PCG
155
Private Capital Group
Connecticut
$1K -$2.11K -36 -78%
ADL
156
Asset Dedication LLC
California
$1K – – –
BBHC
157
Brown Brothers Harriman & Co
New York
$1K – – –
FBT
158
First Bank & Trust
South Dakota
$1K – – –
MCM
159
Manchester Capital Management
Vermont
$1K – – –
MA
160
MCF Advisors
Kentucky
$1K – – –
AF
161
Allworth Financial
California
$1K +$1.06K +18 New
RWM
162
Raffa Wealth Management
District of Columbia
$708 – – –
Invesco
163
Invesco
Georgia
– -$6.64M -101,473 Closed
Arrowstreet Capital
164
Arrowstreet Capital
Massachusetts
– -$4.17M -63,781 Closed
CA
165
Callahan Advisors
Texas
– -$1.85M -28,285 Closed
Verition Fund Management
166
Verition Fund Management
Connecticut
– -$864K -13,194 Closed
YIH
167
Y-Intercept (HK)
Hong Kong
– -$427K -6,523 Closed
JG
168
Jefferies Group
New York
– -$409K -6,245 Closed
AL
169
Aspiriant LLC
California
– -$262K -3,998 Closed
FCH
170
Freestone Capital Holdings
Washington
– -$258K -3,946 Closed
IAA
171
Independent Advisor Alliance
North Carolina
– -$256K -3,914 Closed
Comerica Bank
172
Comerica Bank
Texas
– -$256K -3,905 Closed
SEI Investments
173
SEI Investments
Pennsylvania
– -$250K -3,811 Closed
YCM
174
Yousif Capital Management
Michigan
– -$243K -3,716 Closed
LA
175
Latitude Advisors
Florida
– -$210K -3,201 Closed