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Name Holding Trade Value Shares
Change
Change in
Stake
FCI
101
Financial Counselors Inc
Kansas
$273K -$106K -5,043 -28%
RCM
102
RNC Capital Management
California
$267K +$419 +20 +0.2%
AG
103
Ascent Group
Virginia
$263K +$264K +12,605 New
P
104
Pitcairn
Pennsylvania
$247K +$15.1K +719 +6%
NWAG
105
Net Worth Advisory Group
Utah
$241K -$13.4K -638 -5%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$236K +$237K +11,319 New
YCM
107
Yousif Capital Management
Michigan
$236K -$154K -7,350 -39%
UBS Group
108
UBS Group
Switzerland
$231K -$104K -4,980 -31%
PP
109
PDS Planning
Ohio
$227K +$26.9K +1,284 +13%
EI
110
Ethic Inc
New York
$225K +$13.2K +631 +6%
DWT
111
Dorsey & Whitney Trust
South Dakota
$221K -$11.3K -537 -5%
BP
112
Ballentine Partners
Massachusetts
$214K -$4.19K -200 -2%
GWM
113
Gitterman Wealth Management
New Jersey
$205K +$3.96K +189 +2%
PA
114
Parallel Advisors
California
$193K
KOCAA
115
Knights of Columbus Asset Advisors
Connecticut
$162K -$7.88K -376 -5%
SAM
116
Smartleaf Asset Management
Massachusetts
$156K +$21.1K +1,004 +16%
SG Americas Securities
117
SG Americas Securities
New York
$121K -$252 -12 -0.2%
GI
118
GAMMA Investing
California
$119K -$15.3K -732 -11%
CCM
119
Coldstream Capital Management
Washington
$107K +$107K +5,101 New
HNB
120
Huntington National Bank
Ohio
$103K +$11.1K +529 +12%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$83K -$9.79K -467 -11%
WSFS
122
Wilmington Savings Fund Society
Delaware
$68.8K -$1.68K -80 -2%
CH
123
Cromwell Holdings
Wyoming
$63.7K
ACA
124
Atlas Capital Advisors
Wyoming
$59.1K +$3.04K +145 +5%
Bessemer Group
125
Bessemer Group
New Jersey
$48K +$41.4K +1,973 +636%