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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$460K -$54.1K -480 -11%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$458K +$422K +3,742 New
Comerica Bank
153
Comerica Bank
Texas
$452K -$25.7K -228 -6%
Wellington Management Group
154
Wellington Management Group
Massachusetts
$450K -$72.8K -646 -15%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$427K +$67.6K +600 +21%
GIA
156
GHP Investment Advisors
Colorado
$414K +$51.8K +460 +16%
AI
157
Atria Investments
North Carolina
$410K +$1.69K +15 +0.5%
OC
158
Oppenheimer & Co
New York
$368K -$186K -1,650 -35%
SIA
159
Sit Investment Associates
Minnesota
$368K
VAS
160
Vestmark Advisory Solutions
Massachusetts
$367K +$337K +2,993 New
VFA
161
Voya Financial Advisors
Connecticut
$353K +$49.9K +443 +18%
SCM
162
Stevens Capital Management
Pennsylvania
$353K +$50.6K +449 +18%
FA
163
FDx Advisors
Illinois
$348K +$320K +2,842 New
EVM
164
Eaton Vance Management
Massachusetts
$337K -$82.8K -735 -21%
OAM
165
Oppenheimer Asset Management
New York
$333K -$31.4K -279 -9%
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$327K -$23.9K -212 -7%
MC
167
Moors & Cabot
Massachusetts
$323K +$15.5K +138 +6%
LPL Financial
168
LPL Financial
California
$311K +$7.77K +69 +3%
ST
169
Smithfield Trust
Pennsylvania
$306K -$12.8K -114 -4%
BCM
170
Bayesian Capital Management
New York
$304K +$279K +2,479 New
LTFS
171
Ladenburg Thalmann Financial Services
Florida
$298K +$19K +169 +8%
LNWWM
172
Laird Norton Wetherby Wealth Management
California
$296K -$29.4K -261 -10%
ECM
173
ETrade Capital Management
Virginia
$291K -$21.7K -193 -8%
MIP
174
Marietta Investment Partners
Wisconsin
$279K -$11.3K -100 -4%
Macquarie Group
175
Macquarie Group
Australia
$278K