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Name Holding Trade Value Shares
Change
Change in
Stake
CGH
26
Crossmark Global Holdings
Texas
$630K -$243K -28,343 -27%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$504K +$515K +60,015 New
AWM
28
Altium Wealth Management
New York
$469K -$20.9K -2,429 -4%
HIMCH
29
Hartford Investment Management Co (HIMCO)
Connecticut
$466K
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$466K +$358K +41,736 +302%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$426K +$436K +50,717 New
Barclays
32
Barclays
United Kingdom
$420K +$429K +50,000 New
VCA
33
Verdence Capital Advisors
Maryland
$417K +$426K +49,605 New
FCH
34
Freestone Capital Holdings
Washington
$402K +$411K +47,879 New
LNWWM
35
Laird Norton Wetherby Wealth Management
California
$400K +$117K +13,575 +40%
JFA
36
JNBA Financial Advisors
Minnesota
$398K
US Bancorp
37
US Bancorp
Minnesota
$363K +$106K +12,346 +40%
AP
38
Advisor Partners
California
$360K +$38.9K +4,527 +12%
Fidelity International
39
Fidelity International
Bermuda
$354K
SSA
40
Schonfeld Strategic Advisors
New York
$349K +$357K +41,600 New
Bank of New York Mellon
41
Bank of New York Mellon
New York
$347K +$182K +21,174 +105%
SIA
42
Schechter Investment Advisors
Michigan
$248K +$254K +29,593 New
American Century Companies
43
American Century Companies
Missouri
$225K
Two Sigma Investments
44
Two Sigma Investments
New York
$197K +$201K +23,410 New
AIM
45
ARK Investment Management
Florida
$196K +$201K +23,348 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$192K +$196K +22,863 New
Vanguard Personalized Indexing Management
47
Vanguard Personalized Indexing Management
California
$185K +$79.8K +9,289 +73%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$184K +$190K +22,088 New
KA
49
Kearns & Associates
California
$176K +$180K +21,000 New
ACA
50
Atlas Capital Advisors
Wyoming
$175K -$147K -17,147 -45%