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SmartFinancial

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
51
Patriot Investment Management Group
Tennessee
$1.37M
Franklin Resources
52
Franklin Resources
California
$1.23M +$597K +15,101 +93%
NA
53
NewEdge Advisors
Louisiana
$1.15M +$110K +2,778 +10%
SW
54
SlateStone Wealth
Florida
$1.15M
CSC
55
Caldwell Sutter Capital
California
$1.11M
Victory Capital Management
56
Victory Capital Management
Texas
$1.05M
Creative Planning
57
Creative Planning
Kansas
$1M +$76.8K +1,943 +8%
KCM
58
Kennedy Capital Management
Missouri
$927K
Invesco
59
Invesco
Georgia
$916K -$40.7K -1,029 -4%
TI
60
Trexquant Investment
Connecticut
$907K +$917K +23,196 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$904K -$221K -5,602 -19%
LIA
62
LBMC Investment Advisors
Tennessee
$901K
HSBC Holdings
63
HSBC Holdings
United Kingdom
$864K -$4.58K -116 -0.5%
PFPG
64
Pinnacle Financial Partners (Georgia)
Georgia
$850K
B
65
Bailard
California
$828K
QCM
66
Quantinno Capital Management
New York
$813K +$390K +9,869 +90%
LWM
67
LeConte Wealth Management
Tennessee
$794K
YIH
68
Y-Intercept (HK)
Hong Kong
$792K +$801K +20,275 New
RK
69
Rather & Kittrell
Tennessee
$752K
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$716K -$6.01K -152 -0.8%
Principal Financial Group
71
Principal Financial Group
Iowa
$708K +$716K +18,124 New
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$703K +$21K +531 +3%
Barclays
73
Barclays
United Kingdom
$651K -$700K -17,720 -52%
HF
74
HRT Financial
New York
$637K -$129K -3,265 -17%
SOS
75
Silver Oak Securities
Tennessee
$626K