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Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
426
Betterment LLC
New York
$300K +$294K +2,258 New
PA
427
Parallel Advisors
California
$298K -$1.17K -9 -0.4%
BCWM
428
Bartlett & Co Wealth Management
Ohio
$297K +$226K +1,739 +348%
Schroder Investment Management Group
429
Schroder Investment Management Group
United Kingdom
$297K -$13.8M -106,198 -98%
CI
430
Corient IA
Florida
$296K – – –
EFG
431
Everhart Financial Group
Ohio
$292K -$29.6K -228 -9%
KF
432
Krilogy Financial
Missouri
$291K -$6.24K -48 -2%
ETC
433
Exchange Traded Concepts
Oklahoma
$290K +$44.5K +342 +19%
HI
434
Horizon Investments
North Carolina
$290K +$44.5K +342 +19%
CI Investments Inc
435
CI Investments Inc
Ontario, Canada
$285K +$280K +2,150 New
MNBTD
436
Moody National Bank Trust Division
Texas
$285K -$1.82M -14,022 -87%
CA
437
Clearstead Advisors
Ohio
$277K -$58.6K -451 -18%
BNA
438
BankChampaign National Association
Illinois
$277K +$271K +2,084 New
MCM
439
MAI Capital Management
Ohio
$276K +$124K +956 +85%
BP
440
Ballentine Partners
Massachusetts
$275K +$269K +2,070 New
CPIG
441
Chicago Partners Investment Group
Illinois
$273K +$343K +2,641 New
MIA
442
MeadowBrook Investment Advisors
Michigan
$266K -$46.8K -360 -15%
GT
443
Glenmede Trust
Pennsylvania
$260K -$20.4M -157,174 -99%
QCM
444
QRG Capital Management
Illinois
$259K +$253K +1,948 New
SS
445
SBI Securities
Japan
$257K +$11.1K +85 +5%
IFS
446
Ifrah Financial Services
Arkansas
$256K +$251K +1,927 New
IWC
447
Integrated Wealth Concepts
Massachusetts
$252K +$247K +1,902 New
N
448
Natixis
France
$252K +$247K +1,900 New
EWA
449
EverSource Wealth Advisors
Alabama
$245K -$44.1K -339 -15%
AF
450
Allworth Financial
California
$245K +$19.5K +150 +9%