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Name Holding Trade Value Shares
Change
Change in
Stake
SW
201
SVB Wealth
Massachusetts
$1.61M +$127K +6,035 +9%
Charles Schwab
202
Charles Schwab
California
$1.56M
EI
203
Ethic Inc
New York
$1.54M +$274K +12,970 +22%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$1.54M +$551K +26,090 +56%
GIM
205
Grassi Investment Management
California
$1.54M +$34.3K +1,625 +2%
CG
206
Caprock Group
Idaho
$1.53M -$111K -5,250 -7%
AAM
207
Advisors Asset Management
Colorado
$1.52M +$459K +21,735 +43%
OMC
208
Oasis Management Company
Cayman Islands
$1.48M
Neuberger Berman Group
209
Neuberger Berman Group
New York
$1.47M +$281K +13,310 +24%
IWC
210
Integrated Wealth Concepts
Massachusetts
$1.46M +$1.46M +69,070 New
MC
211
Moors & Cabot
Massachusetts
$1.45M -$76.6K -3,625 -5%
PAG
212
Private Advisor Group
New Jersey
$1.42M +$647K +30,620 +84%
Pacer Advisors
213
Pacer Advisors
Pennsylvania
$1.41M -$6.76K -320 -0.5%
GCIA
214
Gabelli & Co Investment Advisers
New York
$1.39M -$232K -11,000 -14%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$1.38M
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$1.37M +$86.8K +4,110 +7%
HT
217
HAP Trading
New York
$1.37M -$2.57M -121,845 -65%
PFO
218
Pathstone Family Office
New Jersey
$1.36M +$1.06M +50,005 +348%
QT
219
Quantbot Technologies
New York
$1.35M +$1.35M +63,815 New
CCP
220
Corient Capital Partners
California
$1.33M +$94.7K +4,485 +8%
MIH
221
Meitav Investment House
Israel
$1.32M -$434K -20,555 -25%
CWM
222
Calamos Wealth Management
Illinois
$1.32M +$1.32M +62,285 New
BCM
223
BTC Capital Management
Iowa
$1.31M +$14K +665 +1%
FA
224
FDx Advisors
Illinois
$1.31M -$9.82K -465 -0.7%
PP
225
Paloma Partners
Connecticut
$1.31M +$1.3M +61,585 New