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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
101
Carnegie Investment Counsel
Ohio
$1.23M
IPW
102
Impact Partnership Wealth
Georgia
$1.22M +$1.4M +2,206 New
QCG
103
Quadrant Capital Group
Ohio
$1.19M -$1.9K -3 -0.1%
OQS
104
Occudo Quantitative Strategies
Florida
$1.19M -$140K -221 -9%
SWM
105
Segment Wealth Management
Texas
$1.1M -$664K -1,050 -35%
CIBC Asset Management
106
CIBC Asset Management
Ontario, Canada
$1.09M +$32.9K +52 +3%
NAM
107
NorthCrest Asset Manangement
Minnesota
$1.08M +$743K +1,174 +160%
VF
108
Vest Financial
Virginia
$1.07M +$404K +638 +49%
PSA
109
Plum Street Advisors
Louisiana
$1.04M
AllianceBernstein
110
AllianceBernstein
Tennessee
$1.02M -$2.52M -3,987 -68%
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$1M -$137K -217 -11%
SG Americas Securities
112
SG Americas Securities
New York
$975K +$207K +327 +23%
APA
113
Astoria Portfolio Advisors
New York
$944K
EP
114
Edgestream Partners
New Jersey
$934K +$46.8K +74 +5%
ACI
115
Alpha Cubed Investments
California
$919K -$86K -136 -8%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$916K -$207K -328 -17%
Cerity Partners
117
Cerity Partners
New York
$904K -$195K -308 -16%
US Bancorp
118
US Bancorp
Minnesota
$889K +$15.2K +24 +2%
Handelsbanken Fonder
119
Handelsbanken Fonder
Sweden
$852K +$152K +240 +18%
BC
120
Burney Company
Virginia
$811K +$256K +405 +38%
AB
121
Atlas Brown
Kentucky
$789K -$15.8K -25 -2%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$780K +$52.5K +83 +6%
O
123
Ossiam
France
$766K -$175K -277 -17%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$765K -$1.9K -3 -0.2%
Vanguard Personalized Indexing Management
125
Vanguard Personalized Indexing Management
California
$762K -$75.3K -119 -8%