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Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
76
Capital Group Private Client Services
California
$911K
NIG
77
NFJ Investment Group
Texas
$904K +$892K +28,407 New
Osaic Holdings
78
Osaic Holdings
Arizona
$904K -$638K -20,330 -42%
GA
79
Geller Advisors
New York
$869K
EGM
80
Engineers Gate Manager
New York
$868K +$856K +27,260 New
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$864K +$210K +6,681 +33%
GD
82
Grandfield & Dodd
New York
$814K +$17.7K +565 +2%
Skandinaviska Enskilda Banken (SEB)
83
Skandinaviska Enskilda Banken (SEB)
Sweden
$761K -$502K -15,977 -40%
VWM
84
Venturi Wealth Management
Texas
$757K -$22.4K -715 -3%
ACM
85
Aquatic Capital Management
Illinois
$755K +$370K +11,800 +99%
Creative Planning
86
Creative Planning
Kansas
$724K -$108K -3,437 -13%
BFG
87
Bleakley Financial Group
New Jersey
$714K -$49K -1,561 -7%
SS
88
Simplicity Solutions
Minnesota
$710K -$52.4K -1,669 -7%
BCI
89
Brinker Capital Investments
Pennsylvania
$664K -$184K -5,873 -22%
OPS
90
Orion Portfolio Solutions
Nebraska
$664K -$184K -5,873 -22%
Mirae Asset Global Investments
91
Mirae Asset Global Investments
South Korea
$634K +$1.95K +62 +0.3%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$582K -$20.3K -648 -3%
Squarepoint
93
Squarepoint
New York
$566K +$174K +5,550 +45%
LNWWM
94
Laird Norton Wetherby Wealth Management
California
$551K +$6.18K +197 +1%
Charles Schwab
95
Charles Schwab
California
$548K -$35K -1,115 -6%
Citigroup
96
Citigroup
New York
$539K -$145K -4,620 -21%
YMRC
97
Yorktown Management & Research Company
Virginia
$529K
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$516K +$509K +16,208 New
RhumbLine Advisers
99
RhumbLine Advisers
Massachusetts
$505K -$12.1K -385 -2%
MAM
100
Marotta Asset Management
Virginia
$496K -$27.8K -886 -5%