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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$386K -$54.1K -1,739 -13%
WT
127
Whittier Trust
California
$382K
V
128
Veritable
Delaware
$380K
Connor, Clark & Lunn Investment Management (CC&L)
129
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$370K -$309K -9,937 -47%
AR
130
Advisory Research
Illinois
$358K -$716 -23 -0.2%
Franklin Resources
131
Franklin Resources
California
$356K -$112K -3,588 -25%
RPA
132
Rock Point Advisors
Vermont
$355K -$10.9K -350 -3%
HIA
133
Harbor Investment Advisory
Maryland
$347K
BPA
134
Beacon Pointe Advisors
California
$346K +$330K +10,604 New
QCG
135
Quadrant Capital Group
Ohio
$340K +$21.3K +685 +7%
ZB
136
Zions Bancorporation
Utah
$340K +$174K +5,595 +116%
PWPS
137
Pinnacle Wealth Planning Services
Ohio
$334K -$18.1K -582 -5%
CAM
138
Cresset Asset Management
Illinois
$320K -$222K -7,133 -42%
EVM
139
Eaton Vance Management
Massachusetts
$314K +$46.5K +1,494 +18%
AAS
140
Avantax Advisory Services
Texas
$310K +$31.6K +1,015 +12%
Prudential Financial
141
Prudential Financial
New Jersey
$308K -$6.69K -215 -2%
HW
142
Hancock Whitney
Mississippi
$300K +$6.82K +219 +2%
SFO
143
Stokes Family Office
Louisiana
$300K +$28.3K +911 +11%
GT
144
Glenmede Trust
Pennsylvania
$293K +$6.38K +205 +2%
MIM
145
Martin Investment Management
Florida
$283K -$81.6K -2,622 -23%
PCS
146
Personal CFO Solutions
New Jersey
$283K -$2.89K -93 -1%
MOS
147
MGO One Seven
Ohio
$282K +$269K +8,656 New
WI
148
WrapManager Inc
California
$281K -$9.74K -313 -4%
EI
149
Ellevest Inc
New York
$278K -$3.27K -105 -1%
CGPCS
150
Capital Group Private Client Services
California
$276K -$14.7M -472,434 -98%