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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$572K +$605K +26,160 New
Bank of America
27
Bank of America
North Carolina
$569K -$27K -1,170 -4%
Vanguard Personalized Indexing Management
28
Vanguard Personalized Indexing Management
California
$496K +$151K +6,519 +40%
State Street
29
State Street
Massachusetts
$475K +$14.4K +625 +3%
US Bancorp
30
US Bancorp
Minnesota
$440K +$52.7K +2,279 +13%
GC
31
Guggenheim Capital
Illinois
$424K -$106K -4,595 -19%
Corient Private Wealth
32
Corient Private Wealth
Florida
$424K +$17.9K +773 +4%
S
33
SignatureFD
Georgia
$343K +$10.5K +455 +3%
AG
34
Ascent Group
Virginia
$320K +$338K +14,640 New
BP
35
Ballentine Partners
Massachusetts
$317K +$1.2K +52 +0.4%
WFI
36
West Family Investments
California
$311K +$43.7K +1,890 +15%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$299K -$300K -12,992 -49%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$290K +$10.1K +437 +3%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$280K +$296K +12,822 New
SFA
40
Sequoia Financial Advisors
Ohio
$279K +$25.6K +1,108 +10%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$235K +$248K +10,747 New
BTI
42
Blue Trust Inc
Georgia
$225K +$35K +1,515 +17%
M&T Bank
43
M&T Bank
New York
$221K -$370 -16 -0.2%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$147K +$31.5K +1,364 +25%
PA
45
Parallel Advisors
California
$137K +$41.7K +1,803 +40%
BCM
46
Barometer Capital Management
Ontario, Canada
$114K -$121K -5,224 -50%
Legal & General Group
47
Legal & General Group
United Kingdom
$92.3K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$69K +$2.54K +110 +4%
Wells Fargo
49
Wells Fargo
California
$59.3K +$41.4K +1,789 +194%
LC
50
Lindbrook Capital
California
$54.3K +$3.03K +131 +6%