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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
151
Blue Trust Inc
Georgia
$503K +$127K +1,299 +48%
I
152
InceptionR
California
$485K +$592K +6,071 New
SI
153
Shaker Investments
Ohio
$477K +$487 +5 +0.1%
Citigroup
154
Citigroup
New York
$453K -$2.68M -27,514 -83%
HighTower Advisors
155
HighTower Advisors
Illinois
$451K -$218K -2,236 -28%
ADIM
156
Alpha DNA Investment Management
Maryland
$419K +$128K +1,310 +33%
Vanguard Personalized Indexing Management
157
Vanguard Personalized Indexing Management
California
$419K +$38.1K +391 +8%
Commonwealth Equity Services
158
Commonwealth Equity Services
Massachusetts
$417K -$26.1K -268 -5%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$409K +$240K +2,464 +93%
PTC
160
Petrus Trust Company
Texas
$405K +$495K +5,075 New
VA
161
Vident Advisory
Georgia
$386K +$106K +1,087 +29%
OC
162
Oppenheimer & Co
New York
$376K
TD Asset Management
163
TD Asset Management
Ontario, Canada
$357K +$54.1K +555 +15%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$355K +$123K +1,264 +40%
CG
165
Cynosure Group
Utah
$354K +$101K +1,041 +31%
OPPS
166
Obsidian Personal Planning Solutions
Maryland
$348K
EIM
167
Essex Investment Management
Massachusetts
$341K
Creative Planning
168
Creative Planning
Kansas
$334K +$408K +4,188 New
Amundi
169
Amundi
France
$321K +$103K +1,054 +36%
HSBC Holdings
170
HSBC Holdings
United Kingdom
$319K -$106K -1,089 -22%
T. Rowe Price Associates
171
T. Rowe Price Associates
Maryland
$299K -$21.2M -217,655 -98%
REMPR
172
Roof Eidam Maycock Peralta (REMP)
California
$290K -$16.9K -173 -5%
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$282K -$1.3M -13,374 -79%
PPW
174
Parcion Private Wealth
Washington
$274K +$335K +3,434 New
AIM
175
Aigen Investment Management
New York
$259K +$76.2K +782 +32%