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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
126
Ameritas Investment Company
Nebraska
$236K +$226K +5,024 New
GT
127
Glenmede Trust
Pennsylvania
$236K -$1.87M -41,498 -89%
S
128
SignatureFD
Georgia
$236K +$8.59K +191 +4%
SWRP
129
Summit Wealth & Retirement Planning
California
$235K
Creative Planning
130
Creative Planning
Kansas
$234K +$224K +4,977 New
MCM
131
Marathon Capital Management
Maryland
$233K +$223K +4,966 New
AP
132
Advisor Partners
California
$227K +$217K +4,825 New
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$226K +$217K +4,821 New
EVM
134
Eaton Vance Management
Massachusetts
$218K +$209K +4,648 New
HFP
135
Holistic Financial Partners
Indiana
$216K +$207K +4,603 New
HighTower Advisors
136
HighTower Advisors
Illinois
$212K +$203K +4,514 New
QCM
137
Quest Capital Management
Texas
$205K +$196K +4,369 New
GT
138
Greenleaf Trust
Michigan
$205K +$197K +4,374 New
GAB
139
German American Bancorp
Indiana
$204K +$195K +4,344 New
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$200K +$113K +2,524 +146%
Barclays
141
Barclays
United Kingdom
$161K -$151K -3,363 -50%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$150K +$9.17K +204 +7%
QCG
143
Quadrant Capital Group
Ohio
$135K +$7.96K +177 +7%
BCWM
144
Bartlett & Co Wealth Management
Ohio
$84.5K
BC
145
Bartlett & Co
Ohio
$83K
SPIA
146
Steward Partners Investment Advisory
New York
$81.4K -$6.21K -138 -7%
FC
147
FORA Capital
Florida
$80K +$76.3K +1,697 New
SFO
148
Standard Family Office
South Dakota
$67K -$39.8K -886 -38%
SWM
149
Spire Wealth Management
Virginia
$66K +$62.8K +1,396 New
HNB
150
Huntington National Bank
Ohio
$47K -$2.25K -50 -5%