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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
BTC Capital Management
Iowa
$1.44M +$29.3K +1,715 +2%
Comerica Bank
27
Comerica Bank
Texas
$1.4M +$12.8K +750 +1%
American Century Companies
28
American Century Companies
Missouri
$1.25M +$168K +9,865 +15%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$1.23M +$89.8K +5,265 +8%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.21M
PGAM
31
Princeton Global Asset Management
New Jersey
$1.19M -$111K -6,510 -9%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$1.13M -$256 -15 -0%
WA
33
Wambolt & Associates
Colorado
$1.11M +$228K +13,360 +25%
SW
34
SVB Wealth
Massachusetts
$1.1M +$299K +17,525 +37%
GT
35
Greenleaf Trust
Michigan
$1.09M +$12.9K +755 +1%
Citigroup
36
Citigroup
New York
$979K +$106K +6,205 +12%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$948K -$18.6K -1,090 -2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$944K +$203K +11,870 +27%
AP
39
Advisor Partners
California
$924K +$17.1K +1,005 +2%
WT
40
Whittier Trust
California
$864K
Stifel Financial
41
Stifel Financial
Missouri
$852K +$858K +50,285 New
RWM
42
Ritholtz Wealth Management
New York
$849K +$200K +11,720 +30%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$842K +$7.25K +425 +0.9%
GC
44
Guggenheim Capital
Illinois
$769K +$51.3K +3,005 +7%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$603K -$11.6K -680 -2%
AssetMark Inc
46
AssetMark Inc
California
$579K +$39.4K +2,310 +7%
S
47
SimplyRich
California
$573K
FTDI
48
First Trust Direct Indexing
Massachusetts
$542K +$240K +14,065 +79%
EAM
49
Eagle Asset Management
Florida
$516K +$30.1K +1,765 +6%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$503K +$208K +12,215 +70%