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Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$297K +$79.4K +2,712 +33%
OAM
102
Oppenheimer Asset Management
New York
$271K -$27.5K -938 -9%
SIMG
103
Sonora Investment Management Group
Arizona
$267K -$87.9K -3,000 -24%
DC
104
Davenport & Co
Virginia
$252K -$25K -854 -8%
FZCM
105
Flynn Zito Capital Management
New York
$246K +$42.2K +1,439 +19%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$246K -$74.1K -2,530 -22%
ONB
107
Old National Bancorp
Indiana
$240K -$4.72K -161 -2%
BP
108
Ballentine Partners
Massachusetts
$235K +$252K +8,602 New
CIC
109
Carnegie Investment Counsel
Ohio
$228K
CG
110
Caprock Group
Idaho
$228K -$20.2K -689 -8%
SAM
111
Smartleaf Asset Management
Massachusetts
$227K +$32.1K +1,096 +15%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$227K +$8.32K +284 +4%
SEI Investments
113
SEI Investments
Pennsylvania
$226K -$10.8K -369 -4%
AWA
114
Aaron Wealth Advisors
Illinois
$221K +$5.07K +173 +2%
PAS
115
Park Avenue Securities
New York
$216K +$231K +7,892 New
Allspring Global Investments
116
Allspring Global Investments
North Carolina
$216K +$2.37K +81 +1%
GT
117
Glenmede Trust
Pennsylvania
$202K -$55K -1,876 -20%
Verition Fund Management
118
Verition Fund Management
Connecticut
$201K +$215K +7,350 New
Osaic Holdings
119
Osaic Holdings
Arizona
$201K -$24.5K -835 -10%
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$201K +$14.2K +484 +7%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$196K -$1.43M -48,825 -87%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$156K +$94.9K +3,241 +132%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$122K +$63K +2,149 +93%
ACA
124
Atlas Capital Advisors
Wyoming
$106K -$8.32K -284 -7%
RS
125
R Squared
Hong Kong
$103K +$110K +3,760 New