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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$366K +$45K +829 +13%
GT
227
Greenleaf Trust
Michigan
$366K +$4.61K +85 +1%
Prudential Financial
228
Prudential Financial
New Jersey
$363K -$1.56M -28,730 -81%
BC
229
Bayforest Capital
United Kingdom
$361K +$375K +6,907 New
PCFFS
230
Pacific Center for Financial Services
California
$347K
VI
231
Versor Investments
New York
$345K
SAM
232
Securian Asset Management
Minnesota
$344K -$15.1K -279 -4%
VWM
233
Venturi Wealth Management
Texas
$336K +$275K +5,076 +377%
CB
234
Commerce Bank
Missouri
$333K -$705 -13 -0.2%
Bank of Nova Scotia
235
Bank of Nova Scotia
Ontario, Canada
$328K +$33.6K +619 +11%
GT
236
Glenmede Trust
Pennsylvania
$317K -$32.1K -592 -9%
HCA
237
Hyperion Capital Advisors
New York
$314K
PAS
238
Park Avenue Securities
New York
$312K +$59.7K +1,101 +23%
Commonwealth Equity Services
239
Commonwealth Equity Services
Massachusetts
$311K +$323K +5,948 New
Cetera Investment Advisers
240
Cetera Investment Advisers
Illinois
$309K -$22.9K -423 -7%
NWAG
241
Net Worth Advisory Group
Utah
$303K +$3.96K +73 +1%
AAS
242
Avantax Advisory Services
Texas
$300K +$311K +5,743 New
MAM
243
Martingale Asset Management
Massachusetts
$299K +$310K +5,717 New
VA
244
Vident Advisory
Georgia
$283K +$8.57K +158 +3%
AF
245
Atala Financial
California
$282K +$292K +5,384 New
SCM
246
Sterling Capital Management
North Carolina
$278K +$103K +1,898 +55%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$276K -$173K -3,194 -38%
PCMC
248
Paragon Capital Management (Colorado)
Colorado
$275K -$4.94K -91 -2%
PWM
249
Paulson Wealth Management
Illinois
$274K +$16.9K +312 +6%
MSRPS
250
Maryland State Retirement & Pension System
Maryland
$268K