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Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$576K +$101K +1,395 +17%
OPERF
202
Oregon Public Employees Retirement Fund
Oregon
$562K
NMERB
203
New Mexico Educational Retirement Board
New Mexico
$562K
COI
204
Connable Office Inc
Michigan
$558K
AIP
205
Ameritas Investment Partners
Nebraska
$554K
Creative Planning
206
Creative Planning
Kansas
$550K -$127K -1,747 -16%
HighTower Advisors
207
HighTower Advisors
Illinois
$550K +$3.69K +51 +0.6%
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$544K +$402K +5,546 +152%
IIC
209
Integrated Investment Consultants
Michigan
$536K -$1.88K -26 -0.3%
Neuberger Berman Group
210
Neuberger Berman Group
New York
$532K +$651K +8,989 New
VPP
211
Vertex Planning Partners
Illinois
$511K -$109K -1,500 -15%
CPG
212
Cornerstone Planning Group
New Jersey
$507K
GAM
213
GEM Asset Management
Michigan
$506K
IAA
214
Independent Advisor Alliance
North Carolina
$505K -$1.55M -21,377 -71%
EC
215
EdgeRock Capital
Colorado
$503K
MFG
216
Merit Financial Group
Georgia
$498K +$165K +2,274 +37%
Pathstone Holdings
217
Pathstone Holdings
New Jersey
$495K +$379K +5,230 +167%
Pictet Asset Management
218
Pictet Asset Management
Switzerland
$472K +$15.1K +209 +3%
EI
219
Ethic Inc
New York
$465K +$27.4K +378 +5%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$462K +$11.8K +163 +2%
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$461K -$118K -1,626 -17%
AWM
222
AE Wealth Management
Kansas
$453K
EFG
223
Ethos Financial Group
Pennsylvania
$431K
QL
224
Quarry LP
New York
$425K +$496K +6,856 +2,129%
EWA
225
EP Wealth Advisors
California
$417K -$20.2K -279 -4%