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Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
226
ZWJ Investment Counsel
Georgia
$284K -$250K -4,381 -54%
BP
227
Ballentine Partners
Massachusetts
$283K +$213K +3,738 New
NW
228
NewEdge Wealth
Pennsylvania
$281K +$211K +3,702 New
SO
229
STRS Ohio
Ohio
$280K +$211K +3,700 New
VC
230
VarCov Co
Connecticut
$280K +$211K +3,699 New
Corient Private Wealth
231
Corient Private Wealth
Florida
$280K +$210K +3,689 New
HighTower Advisors
232
HighTower Advisors
Illinois
$269K -$327K -5,743 -62%
Commonwealth Equity Services
233
Commonwealth Equity Services
Massachusetts
$268K +$202K +3,538 New
DWG
234
Darden Wealth Group
Michigan
$258K +$194K +3,400 New
CBU
235
CIBC Bancorp USA
Illinois
$255K +$192K +3,368 New
SC
236
Solstein Capital
California
$243K
OC
237
Oppenheimer & Co
New York
$241K +$181K +3,175 New
PA
238
Profund Advisors
Maryland
$237K +$178K +3,130 New
First Trust Advisors
239
First Trust Advisors
Illinois
$236K -$2.9M -50,931 -94%
BCI
240
Brinker Capital Investments
Pennsylvania
$235K +$177K +3,096 New
GT
241
Greenleaf Trust
Michigan
$235K +$176K +3,094 New
PHS
242
Pekin Hardy Strauss
Illinois
$227K +$171K +3,000 New
CAI
243
Capital Advisors Inc
Oklahoma
$215K -$180K -3,162 -53%
Brown Advisory
244
Brown Advisory
Maryland
$215K +$161K +2,831 New
DnB Asset Management
245
DnB Asset Management
Norway
$214K +$161K +2,826 New
PWM
246
Perigon Wealth Management
California
$204K +$154K +2,692 New
SG Americas Securities
247
SG Americas Securities
New York
$173K -$1.61M -28,315 -93%
US Bancorp
248
US Bancorp
Minnesota
$147K -$109K -1,914 -50%
IWC
249
Integrated Wealth Concepts
Massachusetts
$146K +$110K +1,925 New
KBC Group
250
KBC Group
Belgium
$141K