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Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
501
Mercer Global Advisors
Colorado
$359K +$88.5K +415 +37%
NFG
502
Next Financial Group
Texas
$358K +$52K +244 +19%
V
503
Veritable
Delaware
$358K +$329K +1,544 New
Northwestern Mutual Wealth Management
504
Northwestern Mutual Wealth Management
Wisconsin
$356K +$40.5K +190 +14%
CB
505
Commerce Bank
Missouri
$356K +$102K +478 +45%
CW
506
CreativeOne Wealth
Kansas
$352K -$3.84K -18 -1%
CRCM
507
Corbett Road Capital Management
Virginia
$350K +$322K +1,511 New
EMG
508
ETF Managers Group
New Jersey
$348K +$74.2K +348 +30%
WEC
509
Winslow Evans & Crocker
Massachusetts
$348K +$274K +1,286 +612%
SWM
510
Segment Wealth Management
Texas
$347K
FI
511
Fosun International
China
$345K
GG
512
Gofen & Glossberg
Illinois
$340K +$42.6K +200 +16%
MWP
513
MYCIO Wealth Partners
Pennsylvania
$338K -$63.9K -300 -17%
GT
514
Greenleaf Trust
Michigan
$334K
CCIA
515
Campbell & Co Investment Adviser
Maryland
$330K -$258K -1,209 -46%
IFWM
516
Institute for Wealth Management
Colorado
$329K +$25.6K +120 +9%
Lido Advisors
517
Lido Advisors
California
$328K -$306K -1,435 -50%
VCP
518
Verus Capital Partners
Arizona
$325K +$299K +1,405 New
CEP
519
Chicago Equity Partners
Illinois
$322K -$1.11M -5,215 -79%
LWCFA
520
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$317K
GT
521
Glenmede Trust
Pennsylvania
$316K -$1.71K -8 -0.6%
CT
522
Columbia Trust
Oregon
$316K +$292K +1,371 New
CS
523
Comerica Securities
Michigan
$311K +$286K +1,344 New
SW
524
SlateStone Wealth
Florida
$310K +$285K +1,338 New
AWM
525
AE Wealth Management
Kansas
$306K +$21.3K +100 +8%