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Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$912K +$430K +67,172 +94%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$845K +$8.15K +1,274 +1%
CGH
53
Crossmark Global Holdings
Texas
$831K +$441 +69 +0.1%
S
54
SignatureFD
Georgia
$830K -$20.2K -3,161 -2%
Cerity Partners
55
Cerity Partners
New York
$829K -$82.1K -12,834 -9%
Vanguard Personalized Indexing Management
56
Vanguard Personalized Indexing Management
California
$793K +$70.3K +10,988 +10%
DWM
57
Diversify Wealth Management
Utah
$787K +$73.7K +11,524 +11%
AI
58
AdvisorShares Investments
Maryland
$681K +$206K +32,209 +46%
LFG
59
Larson Financial Group
Missouri
$660K +$639K +100,000 +119,048%
Ameriprise
60
Ameriprise
Minnesota
$642K +$107K +16,689 +21%
TC
61
TownSquare Capital
Utah
$633K +$42.8K +6,686 +7%
WA
62
Wealthstar Advisors
Texas
$626K -$45.1K -7,047 -7%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$626K -$38.8K -6,072 -6%
Stifel Financial
64
Stifel Financial
Missouri
$625K -$1.74M -271,688 -74%
QCM
65
QRG Capital Management
Illinois
$616K +$32.3K +5,049 +6%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$608K +$26.5K +4,146 +5%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$589K -$8.41K -1,316 -1%
Natixis Advisors
68
Natixis Advisors
Massachusetts
$579K +$23.5K +3,673 +4%
OFP
69
OLIO Financial Planning
Virginia
$555K
LPL Financial
70
LPL Financial
California
$554K +$76.9K +12,027 +17%
First Trust Advisors
71
First Trust Advisors
Illinois
$547K -$32.1K -5,026 -6%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$539K +$36.2K +5,657 +7%
BP
73
Ballentine Partners
Massachusetts
$536K +$150K +23,438 +40%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$507K +$9.92K +1,551 +2%
AQR Capital Management
75
AQR Capital Management
Connecticut
$498K +$67.7K +10,591 +16%