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Name Holding Trade Value Shares
Change
Change in
Stake
AO
326
Advisor OS
Illinois
$1.29M +$149K +710 +16%
SFO
327
Standard Family Office
South Dakota
$1.28M +$974K +4,634 +829%
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$1.26M +$86.2K +410 +9%
PCS
329
Personal CFO Solutions
New Jersey
$1.25M -$124K -588 -10%
MFGM
330
Marshall Financial Group (Maryland)
Maryland
$1.24M -$236K -1,123 -18%
WEPOG
331
Wealth Enhancement & Preservation of GA
Georgia
$1.24M +$39.7K +189 +4%
VIM
332
Vista Investment Management
Pennsylvania
$1.23M -$21.2K -101 -2%
QI
333
QS Investors
New York
$1.22M +$81.6K +388 +8%
KPWS
334
Kestra Private Wealth Services
Texas
$1.22M +$2.94K +14 +0.3%
BCV
335
Banque Cantonale Vaudoise
Switzerland
$1.21M -$147K -700 -13%
CCM
336
Cinctive Capital Management
New York
$1.2M +$1.02M +4,868 New
FA
337
Faithward Advisors
Pennsylvania
$1.18M -$2.68M -12,734 -73%
EI
338
Ethic Inc
New York
$1.17M +$248K +1,179 +33%
OCM
339
Orion Capital Management
California
$1.14M -$42K -200 -4%
SMH
340
Sanders Morris Harris
Texas
$1.14M – – –
CI
341
Cigna Investments
Connecticut
$1.13M -$154K -734 -14%
UCFA
342
United Capital Financial Advisors
Texas
$1.07M -$42.7K -203 -4%
Mercer Global Advisors
343
Mercer Global Advisors
Colorado
$1.05M +$18.5K +88 +2%
PAG
344
Private Advisor Group
New Jersey
$1.05M -$41.8K -199 -4%
Creative Planning
345
Creative Planning
Kansas
$1.03M -$563K -2,678 -39%
RIM
346
Redpoint Investment Management
Australia
$1.01M – – –
VIA
347
Vident Investment Advisory
Georgia
$1.01M -$252K -1,200 -23%
IRF
348
IBM Retirement Fund
New York
$1M -$172K -818 -17%
WP
349
WealthSource Partners
California
$990K – – –
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$987K +$28K +133 +3%