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Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
51
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.97M +$1.95M +60,200 New
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$1.95M +$293K +9,047 +18%
FTDI
53
First Trust Direct Indexing
Massachusetts
$1.77M +$160K +4,941 +10%
HighTower Advisors
54
HighTower Advisors
Illinois
$1.66M +$73.3K +2,259 +5%
EI
55
Ethic Inc
New York
$1.63M -$1.31M -40,433 -45%
Vanguard Personalized Indexing Management
56
Vanguard Personalized Indexing Management
California
$1.54M +$323K +9,949 +27%
Barclays
57
Barclays
United Kingdom
$1.4M -$200K -6,163 -13%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$1.36M +$24.8K +763 +2%
EARNEST Partners
59
EARNEST Partners
Georgia
$1.3M +$17.1K +526 +1%
AWM
60
Altium Wealth Management
New York
$1.23M +$263K +8,123 +28%
Osaic Holdings
61
Osaic Holdings
Arizona
$1.21M +$159K +4,908 +15%
CNFG
62
Creegan & Nassoura Financial Group
New Hampshire
$1.18M -$17.8K -550 -1%
QI
63
Qtron Investments
Massachusetts
$1.18M +$511K +15,749 +77%
LFAS
64
Level Four Advisory Services
Texas
$1.17M -$148K -4,549 -11%
OC
65
Oppenheimer & Co
New York
$1.16M -$3.96K -122 -0.3%
S
66
SignatureFD
Georgia
$1.16M +$196K +6,035 +21%
NW
67
Naviter Wealth
Arkansas
$1.15M +$1.14M +35,240 New
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$1.15M +$77.8K +2,399 +7%
RWM
69
Ritholtz Wealth Management
New York
$1.13M +$126K +3,876 +13%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$1.11M +$55.3K +1,706 +5%
SEI Investments
71
SEI Investments
Pennsylvania
$1.11M +$189K +5,818 +21%
Mariner
72
Mariner
Kansas
$1.09M +$451K +13,910 +72%
MML Investors Services
73
MML Investors Services
Massachusetts
$1.09M +$749K +23,092 +226%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$1.08M -$14K -431 -1%
PFO
75
Pathstone Family Office
New Jersey
$1.06M +$30.7K +947 +3%