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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
126
Johnson Investment Counsel
Ohio
$112K
Osaic Holdings
127
Osaic Holdings
Arizona
$103K +$53.1K +11,927 +64%
Pacer Advisors
128
Pacer Advisors
Pennsylvania
$102K +$133K +29,859 New
First Trust Advisors
129
First Trust Advisors
Illinois
$99K -$48.9K -10,999 -27%
Vanguard Capital Wealth Advisors
130
Vanguard Capital Wealth Advisors
Colorado
$98K
TPCW
131
TD Private Client Wealth
New York
$97.1K +$127K +28,615 New
US Bancorp
132
US Bancorp
Minnesota
$96K +$3.5K +786 +3%
Franklin Resources
133
Franklin Resources
California
$95K -$17.1K -3,835 -12%
Vanguard Personalized Indexing Management
134
Vanguard Personalized Indexing Management
California
$93K +$39.4K +8,858 +48%
CCP
135
Corient Capital Partners
California
$92K -$29.8K -6,697 -20%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$88K -$672 -151 -0.6%
CC
137
Centiva Capital
New York
$85K +$112K +25,092 New
BL
138
Balentine LLC
Georgia
$84K +$110K +24,705 New
FA
139
FDx Advisors
Illinois
$83K +$109K +24,407 New
S
140
SignatureFD
Georgia
$82K +$34.2K +7,678 +47%
Comerica Bank
141
Comerica Bank
Texas
$79K +$503 +113 +0.5%
YCM
142
Yousif Capital Management
Michigan
$76K
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$75K +$7.38K +1,660 +8%
GCP
144
GSA Capital Partners
United Kingdom
$70K +$91.4K +20,553 New
SCA
145
Snowden Capital Advisors
New York
$62K
DADC
146
D.A. Davidson & Co
Montana
$62K +$80.7K +18,144 New
PWPS
147
Pinnacle Wealth Planning Services
Ohio
$57K
DHFB
148
Dixon Hubard Feinour & Brown
Virginia
$57K +$74.1K +16,656 New
CSPIA
149
Cary Street Partners Investment Advisory
Virginia
$57K +$75.1K +16,888 New
SFA
150
Sequoia Financial Advisors
Ohio
$55K +$12.7K +2,864 +22%