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Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
101
Franklin Resources
California
$118K +$3.35K +883 +3%
AP
102
Advisor Partners
California
$108K -$13.1K -3,450 -12%
W
103
WealthStone
Ohio
$99K +$4.81K +1,270 +6%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$93K -$3.2K -845 -4%
SEI Investments
105
SEI Investments
Pennsylvania
$91K +$81.4K +21,479 New
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$89K +$54.7K +14,453 +219%
SG Americas Securities
107
SG Americas Securities
New York
$86K -$67.8K -17,892 -47%
FIM
108
Freedom Investment Management
Connecticut
$85K -$3.04K -803 -4%
NL
109
NWAM LLC
Washington
$80K -$97.3K -25,687 -58%
CCP
110
Corient Capital Partners
California
$78K +$7.42K +1,959 +12%
BBVA
111
Banco Bilbao Vizcaya Argentaria
Spain
$74K -$445K -117,406 -87%
GT
112
Greenleaf Trust
Michigan
$73K
PWPS
113
Pinnacle Wealth Planning Services
Ohio
$71K
TPCW
114
TD Private Client Wealth
New York
$64.3K +$9.73K +2,568 +20%
SFO
115
Standard Family Office
South Dakota
$64K +$57.1K +15,063 New
CCIA
116
Campbell & Co Investment Adviser
Maryland
$61K +$54.4K +14,364 New
HighTower Advisors
117
HighTower Advisors
Illinois
$60K +$53.7K +14,181 New
HIA
118
Harbor Investment Advisory
Maryland
$59K
UMC
119
United Maritime Capital
New York
$53K
PA
120
Parallel Advisors
California
$51K
Osaic Holdings
121
Osaic Holdings
Arizona
$45K +$29.9K +7,900 +306%
S
122
SignatureFD
Georgia
$44K +$1.46K +386 +4%
Pacer Advisors
123
Pacer Advisors
Pennsylvania
$31K +$10.6K +2,797 +62%
QCG
124
Quadrant Capital Group
Ohio
$12K +$152 +40 +1%
NSIM
125
North Star Investment Management
Illinois
$11K