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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$330K -$17K -1,035 -5%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$325K +$46.4K +2,819 +18%
BlackRock
153
BlackRock
New York
$324K +$28.7K +1,745 +10%
RJT
154
Raymond James Trust
Florida
$320K -$35.7K -2,169 -11%
ONB
155
Old National Bancorp
Indiana
$319K -$509K -30,964 -63%
PAG
156
Private Advisor Group
New Jersey
$316K -$48.9K -2,973 -14%
WS
157
Wedbush Securities
California
$306K +$1.93K +117 +0.7%
FWIA
158
Fort Washington Investment Advisors
Ohio
$301K
SI
159
Stephens Inc
Arkansas
$296K -$11.7K -710 -4%
RCAG
160
Rehmann Capital Advisory Group
Michigan
$288K -$16.4M -996,292 -98%
ZDA
161
Zweig-DiMenna Associates
New York
$273K -$42.8K -2,600 -14%
WAM
162
Wealthspire Advisors (Maryland)
Maryland
$273K -$17.4K -1,056 -6%
ANI
163
American National Insurance
Texas
$273K
LTFS
164
Ladenburg Thalmann Financial Services
Florida
$273K +$34.4K +2,093 +15%
CBU
165
CIBC Bank USA
Illinois
$260K -$4.06K -247 -2%
TAM
166
Tyers Asset Management
Texas
$254K
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$254K +$22.5K +1,367 +10%
AI
168
Atria Investments
North Carolina
$254K +$240K +14,599 New
JCM
169
Jacobi Capital Management
Pennsylvania
$252K +$41K +2,491 +21%
ACM
170
Ativo Capital Management
Illinois
$249K +$235K +14,300 New
State Street
171
State Street
Massachusetts
$247K -$1.75M -106,500 -88%
CA
172
Commerzbank Aktiengesellschaft
Germany
$243K +$230K +14,000 New
CMANY
173
Capital Management Associates (New York)
New York
$230K
AB
174
Atlas Brown
Kentucky
$226K
AssetMark Inc
175
AssetMark Inc
California
$224K +$55.4K +3,365 +35%