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Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
101
Invesco
Georgia
$742K +$707K +24,569 New
HFS
102
Hantz Financial Services
Michigan
$726K +$692K +24,039 New
LNWWM
103
Laird Norton Wetherby Wealth Management
California
$678K -$6.27K -218 -1%
ACI
104
AMP Capital Investors
Australia
$670K -$256K -8,899 -29%
Vanguard Personalized Indexing Management
105
Vanguard Personalized Indexing Management
California
$627K -$21.7K -753 -4%
OC
106
Oppenheimer & Co
New York
$617K +$588K +20,426 New
AWM
107
Altium Wealth Management
New York
$592K +$29.3K +1,017 +5%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$559K +$209K +7,271 +65%
NHC
109
Nicholas Hoffman & Company
Georgia
$549K +$190K +6,618 +57%
S
110
SignatureFD
Georgia
$547K +$36.1K +1,256 +7%
FTDI
111
First Trust Direct Indexing
Massachusetts
$527K +$14K +488 +3%
1WA
112
180 Wealth Advisors
Washington
$517K +$150K +5,206 +45%
GT
113
Greenleaf Trust
Michigan
$467K +$93.8K +3,259 +27%
EVM
114
Eaton Vance Management
Massachusetts
$393K +$5.06K +176 +1%
Pacer Advisors
115
Pacer Advisors
Pennsylvania
$382K -$19.4K -675 -5%
WCM
116
Weld Capital Management
New York
$374K +$149K +5,175 +72%
ACA
117
Atlas Capital Advisors
Wyoming
$365K -$156K -5,419 -31%
CICI
118
Capital Investment Counsel Inc
North Carolina
$362K +$2.88K +100 +0.8%
E
119
Ergoteles
New York
$355K +$338K +11,761 New
DTL
120
Dynamic Technology Lab
Singapore
$352K -$646K -22,451 -66%
EAM
121
Eagle Asset Management
Florida
$348K +$334K +11,593 New
Creative Planning
122
Creative Planning
Kansas
$321K +$35.2K +1,223 +13%
SFM
123
Signet Financial Management
New Jersey
$315K -$4.78K -166 -2%
EI
124
Ethic Inc
New York
$310K -$238K -8,262 -45%
BONST
125
Bank of Nova Scotia Trust
Ontario, Canada
$302K -$518 -18 -0.2%