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Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$489K +$488K +21,617 New
Cerity Partners
27
Cerity Partners
New York
$482K -$90.5K -4,012 -15%
State Street
28
State Street
Massachusetts
$463K +$3.27K +145 +0.7%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$423K +$139K +6,163 +46%
GC
30
Guggenheim Capital
Illinois
$407K -$15.9K -705 -4%
Corient Private Wealth
31
Corient Private Wealth
Florida
$407K -$14.3K -633 -3%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$404K +$419K +18,589 New
US Bancorp
33
US Bancorp
Minnesota
$348K -$93.4K -4,138 -21%
RS
34
R Squared
Hong Kong
$315K +$327K +14,488 New
Bank of America
35
Bank of America
North Carolina
$307K -$269K -11,902 -46%
SFA
36
Sequoia Financial Advisors
Ohio
$303K +$27.2K +1,205 +9%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$290K +$301K +13,340 New
BP
38
Ballentine Partners
Massachusetts
$278K -$39.1K -1,731 -12%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$277K -$21.3K -943 -7%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$275K +$286K +12,652 New
WFI
41
West Family Investments
California
$257K -$54.4K -2,410 -17%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$220K -$14.8K -657 -6%
M&T Bank
43
M&T Bank
New York
$220K
AG
44
Ascent Group
Virginia
$219K -$103K -4,558 -31%
S
45
SignatureFD
Georgia
$208K -$138K -6,105 -39%
ECM
46
Evergreen Capital Management
Washington
$201K +$208K +9,229 New
BTI
47
Blue Trust Inc
Georgia
$186K -$39.3K -1,740 -17%
BIG
48
Brooklyn Investment Group
New York
$124K +$115K +5,084 +810%
BCM
49
Barometer Capital Management
Ontario, Canada
$114K
PA
50
Parallel Advisors
California
$107K -$30.4K -1,346 -21%