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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
126
Calvert Investment Management
Maryland
$326K – – –
AG
127
Advisor Group
Arizona
$312K +$308K +3,170 New
WAM
128
Wealthspire Advisors (Maryland)
Maryland
$305K +$51.7K +531 +21%
DWT
129
Dorsey & Whitney Trust
South Dakota
$296K +$290K +2,981 New
LNWWM
130
Laird Norton Wetherby Wealth Management
California
$265K +$33.6K +345 +15%
Creative Planning
131
Creative Planning
Kansas
$264K +$9.63K +99 +4%
SC
132
Scotia Capital
Ontario, Canada
$248K – – –
BBCM
133
Boardman Bay Capital Management
New York
$248K +$243K +2,500 New
Brown Advisory
134
Brown Advisory
Maryland
$244K +$239K +2,459 New
HB
135
Homrich & Berg
Georgia
$241K +$236K +2,425 New
CCA
136
Checchi Capital Advisers
California
$235K +$16.1K +165 +7%
FIB
137
First Interstate Bank
Montana
$228K -$4.87K -50 -2%
CA
138
Commerzbank Aktiengesellschaft
Germany
$205K – – –
TI
139
Turner Investments
Pennsylvania
$203K -$82.7K -850 -29%
GC
140
Gratry & Company
Ohio
$201K – – –
SBA
141
Seven Bridges Advisors
New York
$191K +$35K +360 +23%
IA
142
IFP Advisors
Florida
$180K +$150K +1,543 +571%
AssetMark Inc
143
AssetMark Inc
California
$166K -$6.23K -64 -4%
LTFS
144
Ladenburg Thalmann Financial Services
Florida
$113K +$9.34K +96 +9%
RWA
145
Ropes Wealth Advisors
Massachusetts
$84K +$68.2K +701 +477%
CFG
146
Citizens Financial Group
Rhode Island
$78K – – –
MFS
147
MSI Financial Services
Massachusetts
$61K +$54.7K +562 +1,102%
FPFS
148
First Personal Financial Services
North Carolina
$61K +$59.4K +610 New
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$56K -$4.77K -49 -8%
Simplex Trading
150
Simplex Trading
Illinois
$50K +$50K +514 New