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Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$366K +$27.9K +1,195 +9%
BP
27
Ballentine Partners
Massachusetts
$360K +$64.3K +2,753 +23%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$357K +$15.3K +654 +5%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$348K +$325K +13,917 New
US Bancorp
30
US Bancorp
Minnesota
$339K -$14.8K -635 -4%
S
31
SignatureFD
Georgia
$338K +$2.94K +126 +0.9%
Vanguard Personalized Indexing Management
32
Vanguard Personalized Indexing Management
California
$331K +$76.5K +3,272 +32%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$317K
BCM
34
Barometer Capital Management
Ontario, Canada
$312K +$190K +8,124 +162%
RWM
35
Ritholtz Wealth Management
New York
$300K +$284K +12,173 New
KCM
36
Kathmere Capital Management
Pennsylvania
$258K +$245K +10,479 New
Northern Trust
37
Northern Trust
Illinois
$254K -$20.2K -866 -8%
M&T Bank
38
M&T Bank
New York
$249K -$117 -5 -0%
Cerity Partners
39
Cerity Partners
New York
$248K +$24.3K +1,039 +12%
Goldman Sachs
40
Goldman Sachs
New York
$243K +$230K +9,840 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$229K -$18.2K -777 -8%
WFI
42
West Family Investments
California
$224K -$7.13K -305 -3%
SFA
43
Sequoia Financial Advisors
Ohio
$215K +$1.68K +72 +0.8%
UBS Group
44
UBS Group
Switzerland
$187K +$958 +41 +0.5%
Legal & General Group
45
Legal & General Group
United Kingdom
$169K
CFGS
46
Concourse Financial Group Securities
Alabama
$134K +$123K +5,274 New
PA
47
Parallel Advisors
California
$121K +$22.4K +960 +24%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$71K +$5.61K +240 +9%
LC
49
Lindbrook Capital
California
$57.8K +$11.3K +485 +26%
EWA
50
EverSource Wealth Advisors
Alabama
$33.2K +$19.1K +819 +142%