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Name Holding Trade Value Shares
Change
Change in
Stake
Aspiriant LLC
251
Aspiriant LLC
California
$131K +$16.6K +3,000 +14%
Independent Financial Group
252
Independent Financial Group
California
$130K -$100K -18,050 -43%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$128K -$38.1K -6,885 -23%
Glenmede Trust
254
Glenmede Trust
Pennsylvania
$128K -$6.21K -1,121 -5%
Avantax Advisory Services
255
Avantax Advisory Services
Texas
$126K -$20.4K -3,677 -13%
InterOcean Capital Group
256
InterOcean Capital Group
Tennessee
$122K -$1.72K -310 -1%
NAS
257
Nicolet Advisory Services
Wisconsin
$121K – – –
Bahl & Gaynor
258
Bahl & Gaynor
Ohio
$120K – – –
Raymond James Trust
259
Raymond James Trust
Florida
$119K -$11.5K -2,078 -9%
Ameritas Advisory Services
260
Ameritas Advisory Services
Nebraska
$118K -$19.5K -3,515 -14%
Arkadios Wealth Advisors
261
Arkadios Wealth Advisors
Georgia
$117K +$21.4K +3,868 +22%
O'Shaughnessy Asset Management
262
O'Shaughnessy Asset Management
Connecticut
$114K -$34.3K -6,198 -23%
Johnson Investment Counsel
263
Johnson Investment Counsel
Ohio
$114K +$36K +6,495 +45%
Hennessy Advisors Inc
264
Hennessy Advisors Inc
California
$111K -$7.87K -1,421 -7%
BWM
265
BCS Wealth Management
Tennessee
$109K +$55.4K +10,000 +100%
PTP
266
Platform Technology Partners
New York
$108K -$34.3K -6,201 -24%
Vise Technologies
267
Vise Technologies
New York
$108K +$109K +19,727 New
BMCM
268
Burns Matteson Capital Management
New York
$105K -$59.6K -10,761 -36%
CPA
269
Court Place Advisors
Maryland
$104K – – –
WA
270
Wealthstar Advisors
Texas
$104K – – –
FCI
271
Financial Counselors Inc
Kansas
$103K -$471 -85 -0.4%
Lincoln National Corp
272
Lincoln National Corp
Pennsylvania
$103K +$1.9K +343 +2%
Caprock Group
273
Caprock Group
Idaho
$101K -$46.3K -8,352 -31%
Scotia Capital
274
Scotia Capital
Ontario, Canada
$100K -$3.17K -572 -3%
GLA
275
Good Life Advisors
Pennsylvania
$100K +$16.6K +3,000 +19%