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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Altium Wealth Management
New York
$675K +$125K +6,290 +23%
AssetMark Inc
52
AssetMark Inc
California
$667K -$7.46K -375 -1%
S
53
SignatureFD
Georgia
$656K +$30.2K +1,515 +5%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$644K +$47.6K +2,390 +8%
Vanguard Personalized Indexing Management
55
Vanguard Personalized Indexing Management
California
$627K +$171K +8,575 +39%
BCI
56
Brinker Capital Investments
Pennsylvania
$611K +$6.87K +345 +1%
DCM
57
DGS Capital Management
New Jersey
$583K +$570K +28,635 New
Citigroup
58
Citigroup
New York
$579K +$21.8K +1,095 +4%
Comerica Bank
59
Comerica Bank
Texas
$544K -$14.3K -720 -3%
Ameriprise
60
Ameriprise
Minnesota
$520K +$14.1K +710 +3%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$512K +$19.7K +990 +4%
CGA
62
Channing Global Advisors
Florida
$494K +$483K +24,255 New
WFI
63
West Family Investments
California
$486K +$22.2K +1,115 +5%
RJA
64
Raymond James & Associates
Florida
$469K +$10.7K +535 +2%
SEI Investments
65
SEI Investments
Pennsylvania
$434K +$425K +21,325 New
EVM
66
Eaton Vance Management
Massachusetts
$429K +$7.17K +360 +2%
YCM
67
Yousif Capital Management
Michigan
$405K +$396K +19,910 New
UBS Group
68
UBS Group
Switzerland
$369K +$91.9K +4,615 +34%
MYIA
69
Mount Yale Investment Advisors
Colorado
$366K +$33K +1,660 +10%
QCG
70
Quadrant Capital Group
Ohio
$349K +$18.3K +920 +6%
RCM
71
RNC Capital Management
California
$341K +$333K +16,750 New
Creative Planning
72
Creative Planning
Kansas
$317K -$4.78K -240 -2%
CW
73
Connectus Wealth
Ohio
$314K +$307K +15,445 New
PA
74
Parallel Advisors
California
$311K -$10.1K -505 -3%
FIM
75
Freedom Investment Management
Connecticut
$304K +$298K +14,955 New