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Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
126
Wells Fargo
California
$351K +$54.9K +1,430 +19%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$343K -$40.3K -1,051 -11%
CFO
128
Callan Family Office
Pennsylvania
$325K -$138K -3,598 -30%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$316K +$11.8K +308 +4%
RhumbLine Advisers
130
RhumbLine Advisers
Massachusetts
$315K -$13.9K -363 -4%
CAM
131
Cresset Asset Management
Illinois
$313K -$295K -7,672 -49%
HAI
132
Hennessy Advisors Inc
California
$274K -$192K -5,000 -42%
SSA
133
Schonfeld Strategic Advisors
New York
$266K -$825K -21,486 -76%
PSP
134
Principal Street Partners
Tennessee
$257K
WFI
135
West Family Investments
California
$252K -$44.8K -1,168 -15%
PAS
136
Park Avenue Securities
New York
$245K +$240K +6,256 New
Squarepoint
137
Squarepoint
New York
$240K -$1.11M -28,892 -82%
Franklin Resources
138
Franklin Resources
California
$238K -$2.5M -65,225 -91%
PWPS
139
Pinnacle Wealth Planning Services
Ohio
$233K -$7.33K -191 -3%
MOS
140
MGO One Seven
Ohio
$221K +$216K +5,638 New
UCFA
141
United Capital Financial Advisors
Texas
$215K -$4.57K -119 -2%
BWM
142
Baron Wealth Management
Michigan
$214K +$210K +5,468 New
BP
143
Ballentine Partners
Massachusetts
$210K -$136K -3,547 -40%
DOA
144
D'Orazio & Associates
Virginia
$209K +$205K +5,342 New
CGL
145
Clarius Group LLC
Washington
$207K +$203K +5,295 New
IWC
146
Integrated Wealth Concepts
Massachusetts
$203K +$199K +5,186 New
TWPM
147
Total Wealth Planning & Management
Florida
$202K +$198K +5,167 New
RF
148
Rossby Financial
Florida
$180K +$205K +5,341 New
PA
149
Parallel Advisors
California
$160K -$14.5K -377 -8%
VIA
150
Virtus Investment Advisers
Connecticut
$158K +$155K +4,031 New