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Name Holding Trade Value Shares
Change
Change in
Stake
SW
126
Simplicity Wealth
New Jersey
$5.65M +$389K +8,068 +7%
GCC
127
Guardian Capital (Canada)
Ontario, Canada
$5.46M -$45.7K -948 -0.8%
NC
128
NewSquare Capital
Pennsylvania
$5.44M +$173K +3,584 +3%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$5.35M -$270K -5,593 -5%
TPCW
130
TD Private Client Wealth
New York
$5.25M +$246K +5,092 +5%
AI
131
Atria Investments
North Carolina
$5.17M +$372K +7,717 +8%
Charles Schwab
132
Charles Schwab
California
$5.16M +$1.75M +36,344 +52%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$5.13M -$71.9K -1,491 -1%
US Bancorp
134
US Bancorp
Minnesota
$4.98M +$602K +12,474 +14%
OA
135
Oxbow Advisors
Texas
$4.84M +$165K +3,420 +4%
AssetMark Inc
136
AssetMark Inc
California
$4.83M +$564K +11,698 +13%
Mariner
137
Mariner
Kansas
$4.78M +$345K +7,146 +8%
Corient Private Wealth
138
Corient Private Wealth
Florida
$4.76M +$242K +5,010 +5%
EI
139
Ethic Inc
New York
$4.61M +$576K +11,943 +14%
BEAM
140
Baker Ellis Asset Management
Washington
$4.49M -$41.5K -860 -0.9%
Cerity Partners
141
Cerity Partners
New York
$4.48M -$758K -15,722 -15%
M
142
MOTCO
Texas
$4.43M -$50.6K -1,050 -1%
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$4.37M +$406K +8,407 +10%
SA
144
Sanctuary Advisors
Indiana
$4.35M +$4.27M +88,579 New
HighTower Advisors
145
HighTower Advisors
Illinois
$4.23M -$9.51M -197,050 -69%
QCM
146
Quantinno Capital Management
New York
$4.14M -$68.6K -1,422 -2%
AAM
147
Augustine Asset Management
Florida
$4.02M +$70.5K +1,461 +2%
LCM
148
Logan Capital Management
Pennsylvania
$3.95M -$156K -3,243 -4%
AAIM
149
American Assets Investment Management
California
$3.88M
TNB
150
Thomasville National Bank
Georgia
$3.79M -$107K -2,220 -3%