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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
AE Wealth Management
Kansas
$598K -$2.27K -38 -0.4%
PCM
152
Penn Capital Management
Pennsylvania
$576K +$70.5K +1,182 +15%
Schroder Investment Management Group
153
Schroder Investment Management Group
United Kingdom
$550K +$524K +8,785 New
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$542K -$266K -4,453 -34%
Osaic Holdings
155
Osaic Holdings
Arizona
$539K -$235K -3,942 -31%
DTL
156
Dynamic Technology Lab
Singapore
$539K +$516K +8,651 New
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$536K
Vanguard Personalized Indexing Management
158
Vanguard Personalized Indexing Management
California
$533K +$203K +3,402 +66%
HC
159
Henshaw Capital
Massachusetts
$530K
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$489K -$53.1K -890 -10%
RBFC
161
Roman Butler Fullerton & Co
Missouri
$489K -$90K -1,508 -15%
Creative Planning
162
Creative Planning
Kansas
$473K +$41.4K +694 +10%
X
163
Xponance
Pennsylvania
$468K -$179 -3 -0%
Allianz Asset Management
164
Allianz Asset Management
Germany
$468K -$501K -8,400 -53%
BSW
165
Buckingham Strategic Wealth
Missouri
$451K +$31.4K +526 +8%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$436K -$9.67K -162 -2%
CWM
167
Cornerstone Wealth Management
Missouri
$420K -$119 -2 -0%
UB
168
UMB Bank
Missouri
$406K
MA
169
Mutual Advisors
Nebraska
$401K +$384K +6,434 New
Mariner
170
Mariner
Kansas
$394K +$377K +6,324 New
BHCM
171
Brevan Howard Capital Management
Jersey
$392K +$375K +6,286 New
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$391K -$45.1K -756 -11%
William Blair & Company
173
William Blair & Company
Illinois
$391K +$298 +5 +0.1%
II
174
Inspire Investing
Idaho
$386K +$47.3K +793 +15%
PE
175
Point72 Europe
United Kingdom
$386K +$369K +6,189 New