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BOK Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
151
Meeder Asset Management
Ohio
$4K +$2.33K +33 +54%
JP Morgan Chase
152
JP Morgan Chase
New York
$3K -$634 -9 -12%
Orion Portfolio Solutions
153
Orion Portfolio Solutions
Nebraska
$3K +$987 +14 +21%
SignatureFD
154
SignatureFD
Georgia
$3K +$5.29K +75 +3,750%
RWM
155
Raffa Wealth Management
District of Columbia
$2.08K +$3.45K +49 New
Whittier Trust
156
Whittier Trust
California
$2K – – –
TD Private Client Wealth
157
TD Private Client Wealth
New York
$1.11K +$1.83K +26 New
EFSCE
158
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
TFO
159
Tarbox Family Office
California
$1K – – –
GWS
160
Glassman Wealth Services
Virginia
$1K +$634 +9 +300%
LWM
161
Liberty Wealth Management
California
$1K +$705 +10 +48%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$1K +$987 +14 +350%
SFSIG
163
San Francisco Sentry Investment Group
California
$1K +$1.13K +16 New
DI
164
Disciplined Investments
Oklahoma
$1K +$1.2K +17 New
LC
165
Lindbrook Capital
California
$1K +$1.76K +25 New
SBL
166
Sargent Bickham Lagudis
Colorado
$1K +$1.9K +27 New
Wellington Management Group
167
Wellington Management Group
Massachusetts
– -$66M -754,801 Closed
Principal Financial Group
168
Principal Financial Group
Iowa
– -$51.5M -589,154 Closed
Ameriprise
169
Ameriprise
Minnesota
– -$26M -297,009 Closed
American Century Companies
170
American Century Companies
Missouri
– -$9.48M -108,465 Closed
Guggenheim Capital
171
Guggenheim Capital
Illinois
– -$6.27M -71,743 Closed
Raymond James & Associates
172
Raymond James & Associates
Florida
– -$6.01M -68,806 Closed
PCM
173
Penn Capital Management
Pennsylvania
– -$2.17M -24,842 Closed
PEAK6 Investments
174
PEAK6 Investments
Illinois
– -$1.71M -24,303 Closed
Bridgewater Associates
175
Bridgewater Associates
Connecticut
– -$1.28M -14,648 Closed