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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Annex Advisory Services
Wisconsin
$137K +$72K +12,400 +97%
AIC
227
Ameritas Investment Company
Nebraska
$136K +$145K +25,031 New
GT
228
Glenmede Trust
Pennsylvania
$134K -$1.66K -286 -1%
ICG
229
InterOcean Capital Group
Tennessee
$133K -$5.81K -1,000 -4%
AIA
230
AIMZ Investment Advisors
California
$132K
CC
231
Cypress Capital
Tennessee
$132K +$141K +24,273 New
QI
232
Qtron Investments
Massachusetts
$131K +$139K +23,948 New
EDRH
233
Edmond de Rothschild Holding
Switzerland
$129K
SC
234
Scotia Capital
Ontario, Canada
$128K +$9.86K +1,698 +8%
New York State Common Retirement Fund
235
New York State Common Retirement Fund
New York
$128K +$137K +23,558 New
NAS
236
Nicolet Advisory Services
Wisconsin
$127K +$116 +20 +0.1%
KPCM
237
Kings Point Capital Management
New York
$125K +$23.2K +4,000 +21%
HI
238
Harbour Investments
Wisconsin
$123K -$3.4K -586 -3%
HSBC Holdings
239
HSBC Holdings
United Kingdom
$123K
IFG
240
Independent Financial Group
California
$123K +$13.9K +2,390 +12%
HAI
241
Hennessy Advisors Inc
California
$121K +$129K +22,230 New
CGL
242
Clarius Group LLC
Washington
$120K +$627 +108 +0.5%
BG
243
Bahl & Gaynor
Ohio
$119K
Vanguard Personalized Indexing Management
244
Vanguard Personalized Indexing Management
California
$119K +$127K +21,812 New
DHFB
245
Dixon Hubard Feinour & Brown
Virginia
$118K +$126K +21,678 New
RJT
246
Raymond James Trust
Florida
$117K -$10.8K -1,866 -8%
PWPS
247
Pinnacle Wealth Planning Services
Ohio
$117K +$17K +2,936 +16%
AL
248
Aspiriant LLC
California
$114K
CGA
249
Crescent Grove Advisors
Illinois
$114K
FCH
250
Freestone Capital Holdings
Washington
$113K +$1.1K +190 +0.9%