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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
251
Envestnet Portfolio Solutions
Illinois
$573K +$28.4K +739 +6%
PAM
252
Panagora Asset Management
Massachusetts
$568K -$190K -4,950 -27%
CWS
253
Confluence Wealth Services
Pennsylvania
$567K +$92.1K +2,397 +21%
PTC
254
Petrus Trust Company
Texas
$560K +$516K +13,423 New
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$559K -$103K -2,691 -17%
AIM
256
Aigen Investment Management
New York
$547K +$191K +4,971 +61%
CGH
257
Crossmark Global Holdings
Texas
$533K -$23.2K -604 -5%
Skandinaviska Enskilda Banken (SEB)
258
Skandinaviska Enskilda Banken (SEB)
Sweden
$531K -$1.16M -30,120 -70%
RJT
259
Raymond James Trust
Florida
$530K +$43.8K +1,139 +10%
FRM
260
Fox Run Management
Connecticut
$506K +$466K +12,123 New
SMDAM
261
Sumitomo Mitsui DS Asset Management
Japan
$482K -$416K -10,825 -48%
Creative Planning
262
Creative Planning
Kansas
$478K -$66.2K -1,722 -13%
Vanguard Personalized Indexing Management
263
Vanguard Personalized Indexing Management
California
$473K -$230K -5,985 -35%
PAS
264
Park Avenue Securities
New York
$461K +$11.2K +292 +3%
BG
265
Bahl & Gaynor
Ohio
$459K +$92.2K +2,400 +28%
FA
266
FDx Advisors
Illinois
$447K +$196K +5,090 +91%
CAM
267
Cresset Asset Management
Illinois
$443K -$87.1K -2,268 -18%
IMRF
268
Illinois Municipal Retirement Fund
Illinois
$441K
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$427K -$105K -2,739 -21%
TIM
270
Thompson Investment Management
Wisconsin
$417K
LCM
271
Laurion Capital Management
New York
$416K +$383K +9,973 New
Wealth Enhancement Advisory Services
272
Wealth Enhancement Advisory Services
Minnesota
$410K -$56.1K -1,460 -13%
WGAM
273
Wilkinson Global Asset Management
New York
$392K -$384 -10 -0.1%
CRC
274
Curi RMB Capital
Illinois
$375K +$1.23K +32 +0.4%
SCA
275
Snowden Capital Advisors
New York
$367K -$9.14K -238 -3%