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Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
126
Mariner Independent Advisor Network
Kansas
$552K +$45.5K +3,402 +10%
YIH
127
Y-Intercept (HK)
Hong Kong
$542K +$500K +37,398 New
UCFA
128
United Capital Financial Advisors
Texas
$513K +$5.14K +385 +1%
CCP
129
Corient Capital Partners
California
$511K +$76.2K +5,705 +19%
TSS
130
Two Sigma Securities
New York
$502K -$7.44K -557 -2%
BP
131
Ballentine Partners
Massachusetts
$489K +$9.3K +696 +2%
HW
132
Hancock Whitney
Mississippi
$477K +$197K +14,745 +81%
EARNEST Partners
133
EARNEST Partners
Georgia
$474K -$12.6K -940 -3%
FA
134
FDx Advisors
Illinois
$459K -$22.5K -1,687 -5%
HC
135
Henshaw Capital
Massachusetts
$455K
MML Investors Services
136
MML Investors Services
Massachusetts
$446K -$17.9K -1,338 -4%
Vanguard Personalized Indexing Management
137
Vanguard Personalized Indexing Management
California
$446K +$9.79K +733 +2%
CAM
138
Cresset Asset Management
Illinois
$436K +$132K +9,852 +49%
CLOS
139
Compagnie Lombard Odier SCmA
Switzerland
$422K
KeyBank National Association
140
KeyBank National Association
Ohio
$420K +$5.09K +381 +1%
MYIA
141
Mount Yale Investment Advisors
Colorado
$415K +$383K +28,672 New
QCG
142
Quadrant Capital Group
Ohio
$409K +$35.9K +2,687 +11%
WT
143
Whittier Trust
California
$397K
ECM
144
ExodusPoint Capital Management
New York
$396K +$18.9K +1,412 +5%
EI
145
Ellevest Inc
New York
$383K +$51.8K +3,880 +17%
HFS
146
Hantz Financial Services
Michigan
$369K +$230K +17,218 +210%
IFG
147
Independent Financial Group
California
$365K +$337K +25,208 New
FCI
148
Financial Counselors Inc
Kansas
$363K +$30K +2,245 +10%
EVM
149
Eaton Vance Management
Massachusetts
$361K -$615 -46 -0.1%
DWT
150
Dorsey & Whitney Trust
South Dakota
$359K +$3.35K +251 +1%