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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$491K -$1.39M -132,332 -74%
Vanguard Personalized Indexing Management
102
Vanguard Personalized Indexing Management
California
$455K +$65.8K +6,276 +17%
PAS
103
Park Avenue Securities
New York
$446K +$123K +11,689 +37%
EAM
104
Eagle Asset Management
Florida
$445K +$19.5K +1,859 +5%
CG
105
Colony Group
Massachusetts
$433K -$6.39K -609 -1%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$427K -$446K -42,485 -51%
LSAG
107
Lake Street Advisors Group
New Hampshire
$426K +$1.63K +155 +0.4%
E
108
Ergoteles
New York
$426K +$432K +41,207 New
CLOS
109
Compagnie Lombard Odier SCmA
Switzerland
$424K
PWPS
110
Pinnacle Wealth Planning Services
Ohio
$407K +$16.8K +1,599 +4%
CGL
111
Clarius Group LLC
Washington
$378K +$120K +11,419 +46%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$375K -$273 -26 -0.1%
CG
113
Cutler Group
California
$371K +$30.4K +2,900 +9%
Charles Schwab
114
Charles Schwab
California
$368K +$373K +35,531 New
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$349K +$3.23K +308 +0.9%
DWT
116
Dorsey & Whitney Trust
South Dakota
$345K +$127K +12,118 +57%
LPL Financial
117
LPL Financial
California
$341K -$337K -32,136 -49%
IRC
118
Investors Research Corp
Georgia
$339K
Prudential Financial
119
Prudential Financial
New Jersey
$338K +$40K +3,811 +13%
CS
120
Cannell & Spears
New York
$337K
FFM
121
Forum Financial Management
Illinois
$326K +$330K +31,505 New
TC
122
TownSquare Capital
Utah
$320K +$89.7K +8,550 +38%
GT
123
Glenmede Trust
Pennsylvania
$318K +$102K +9,687 +46%
PI
124
PEAK6 Investments
Illinois
$317K +$608 +58 +0.2%
Pacer Advisors
125
Pacer Advisors
Pennsylvania
$314K -$18.6K -1,776 -6%