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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$1M -$104K -375 -10%
WT
202
Whittier Trust
California
$1M -$4.17K -15 -0.4%
DBRC
203
D.B. Root & Company
Pennsylvania
$983K
AFWM
204
AMJ Financial Wealth Management
Virginia
$930K
EFS
205
Essex Financial Services
Connecticut
$920K -$132K -473 -13%
FL
206
Fort LP
Maryland
$916K -$569K -2,044 -39%
EI
207
EAM Investors
California
$891K -$613K -2,203 -41%
Stifel Financial
208
Stifel Financial
Missouri
$874K +$21.4K +77 +3%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$837K
ZB
210
Zions Bancorporation
Utah
$821K +$42.6K +153 +6%
GIA
211
Guyasuta Investment Advisors
Pennsylvania
$810K
AF
212
Allworth Financial
California
$787K +$752K +2,702 +3,002%
X
213
Xponance
Pennsylvania
$784K +$61.5K +221 +9%
IFPG
214
Intrepid Financial Planning Group
Indiana
$769K +$759K +2,730 New
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$767K +$2.5K +9 +0.3%
GC
216
Globeflex Capital
California
$764K
Los Angeles Capital Management
217
Los Angeles Capital Management
California
$706K -$65.6K -236 -9%
TRCT
218
Tower Research Capital (TRC)
New York
$699K +$277K +997 +67%
DY
219
Dowling & Yahnke
California
$690K
ETC
220
Exchange Traded Concepts
Oklahoma
$668K +$14.5K +52 +2%
Prudential Financial
221
Prudential Financial
New Jersey
$654K -$56.5K -203 -8%
P
222
&Partners
Tennessee
$652K -$6.95K -25 -1%
GC
223
Guggenheim Capital
Illinois
$649K -$59.3K -213 -8%
GAM
224
Gotham Asset Management
New York
$622K +$614K +2,209 New
Vanguard Personalized Indexing Management
225
Vanguard Personalized Indexing Management
California
$620K -$136K -490 -18%