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Name Holding Trade Value Shares
Change
Change in
Stake
FI
151
FormulaFolio Investments
Michigan
$242K +$227K +3,516 New
UCFA
152
United Capital Financial Advisors
Texas
$231K +$217K +3,358 New
SWM
153
SVA Wealth Management
Wisconsin
$229K +$215K +3,330 New
N
154
Natixis
France
$225K -$319K -4,942 -60%
LW
155
Linscomb Wealth
Texas
$224K +$210K +3,251 New
FT
156
Fiduciary Trust
Massachusetts
$217K +$203K +3,150 New
MCIM
157
Meadow Creek Investment Management
Georgia
$200K +$21.7K +336 +13%
Citigroup
158
Citigroup
New York
$196K +$175K +2,711 +1,896%
RFC
159
Regions Financial Corp
Alabama
$161K +$151K +2,344 New
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$140K +$43.3K +671 +49%
HNB
161
Huntington National Bank
Ohio
$124K
CG
162
Cutler Group
California
$111K +$104K +1,612 New
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$107K -$8.58K -133 -8%
DSC
164
Duncker Streett & Co
Missouri
$103K
KF
165
Krilogy Financial
Missouri
$103K
WT
166
Whittier Trust
California
$100K
ST
167
Smithfield Trust
Pennsylvania
$97K +$90.9K +1,410 New
Envestnet Asset Management
168
Envestnet Asset Management
Illinois
$95K +$516 +8 +0.6%
Fuller & Thaler Asset Management
169
Fuller & Thaler Asset Management
California
$90K
NIT
170
NumerixS Investment Technologies
British Columbia, Canada
$90K +$83.8K +1,300 New
FDCDDQ
171
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.2K
PCIA
172
Prime Capital Investment Advisors
Kansas
$69K +$64.5K +1,000 New
II
173
Inspire Investing
Idaho
$56K +$52.3K +811 New
SMG
174
Spectrum Management Group
Indiana
$48K
AG
175
Advisor Group
Arizona
$44K +$18.1K +280 +78%