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Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$232K -$10.1K -923 -4%
YIH
52
Y-Intercept (HK)
Hong Kong
$211K +$206K +18,721 New
SIA
53
Schechter Investment Advisors
Michigan
$204K -$143K -12,988 -42%
Cerity Partners
54
Cerity Partners
New York
$194K +$62.2K +5,667 +49%
PSP
55
Principal Street Partners
Tennessee
$188K +$54.3K +4,945 +42%
ECM
56
Evergreen Capital Management
Washington
$185K +$18.6K +1,697 +12%
M&T Bank
57
M&T Bank
New York
$177K -$120K -10,937 -41%
BP
58
Ballentine Partners
Massachusetts
$170K +$8.41K +766 +5%
GWWM
59
Great Waters Wealth Management
Minnesota
$166K +$159K +14,506 New
MG
60
Mather Group
Illinois
$166K
State Street
61
State Street
Massachusetts
$166K +$161K +14,701 New
SQA
62
Simon Quick Advisors
New Jersey
$158K +$4.46K +406 +3%
Creative Planning
63
Creative Planning
Kansas
$158K -$22.5K -2,047 -13%
LSAG
64
Lake Street Advisors Group
New Hampshire
$150K +$8.77K +798 +6%
SFA
65
Sequoia Financial Advisors
Ohio
$146K +$142K +12,931 New
RA
66
RFG Advisory
Alabama
$141K
Corient Private Wealth
67
Corient Private Wealth
Florida
$139K +$136K +12,352 New
ZB
68
Zions Bancorporation
Utah
$138K -$78.9K -7,186 -37%
Comerica Bank
69
Comerica Bank
Texas
$135K -$3.61K -329 -3%
Franklin Resources
70
Franklin Resources
California
$134K +$130K +11,857 New
WA
71
Wealth Architects
California
$133K
YCM
72
Yousif Capital Management
Michigan
$132K
NRI
73
NFP Retirement Inc
California
$127K
IA
74
IFP Advisors
Florida
$126K -$2.89K -263 -2%
EI
75
Ellevest Inc
New York
$122K +$55.8K +5,084 +88%