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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
451
HBK Sorce Advisory
Pennsylvania
$308K +$28.6K +114 +11%
AG
452
AlphaSimPlex Group
Massachusetts
$305K +$292K +1,164 New
PAA
453
Peregrine Asset Advisers
Oregon
$304K
TPA
454
Trivium Point Advisory
Connecticut
$297K
WAM
455
World Asset Management
Michigan
$289K -$29.6K -118 -10%
SC
456
Saturna Capital
Washington
$288K
NFG
457
Norris Financial Group
South Carolina
$288K +$16.6K +66 +6%
FPA
458
First Pacific Advisors
California
$287K
PIA
459
Perennial Investment Advisors
California
$287K +$15.1K +60 +6%
IA
460
IFP Advisors
Florida
$286K -$31.6K -126 -10%
P
461
Pitcairn
Pennsylvania
$282K +$7.78K +31 +3%
MA
462
MONECO Advisors
Connecticut
$278K
LNC
463
Lincoln National Corp
Pennsylvania
$275K -$17.6K -70 -6%
IHL
464
Investment House LLC
California
$273K
CAS
465
Cascadia Advisory Services
Oregon
$271K +$25.1K +100 +11%
FPCP
466
Fort Point Capital Partners
California
$269K
FGAM
467
Financial Gravity Asset Management
Texas
$262K -$251 -1 -2%
BWP
468
Baldwin Wealth Partners
Massachusetts
$262K
LCM
469
Logan Capital Management
Pennsylvania
$262K
PP
470
Palladium Partners
Virginia
$262K
AAP
471
Ardsley Advisory Partners
Connecticut
$262K +$251K +1,000 New
CC
472
Cypress Capital
Tennessee
$262K +$251K +1,000 New
FFA
473
First Foundation Advisors
California
$258K -$7.53K -30 -3%
WG
474
Winton Group
United Kingdom
$258K +$247K +983 New
AFG
475
Albion Financial Group
Utah
$257K