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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$776K +$151K +63,060 +23%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$764K -$72.3K -30,244 -8%
S
53
SignatureFD
Georgia
$710K +$10.4K +4,344 +1%
AIA
54
AIMZ Investment Advisors
California
$696K -$12.8K -5,332 -2%
Prudential Financial
55
Prudential Financial
New Jersey
$695K -$1.25M -522,520 -64%
BMSSC
56
B. Metzler seel. Sohn & Co
Germany
$672K -$318K -132,780 -32%
UBS AM
57
UBS AM
Illinois
$618K
QCG
58
Quadrant Capital Group
Ohio
$602K +$29.4K +12,274 +5%
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$550K -$298K -124,710 -35%
AA
60
ALPS Advisors
Colorado
$539K +$33.5K +14,010 +6%
SFA
61
Sequoia Financial Advisors
Ohio
$534K +$314K +131,460 +135%
Cerity Partners
62
Cerity Partners
New York
$515K +$84.2K +35,208 +19%
Geode Capital Management
63
Geode Capital Management
Massachusetts
$511K +$6.61K +2,762 +1%
CGH
64
Crossmark Global Holdings
Texas
$499K +$2.3K +962 +0.5%
HPG
65
Harvest Portfolios Group
Ontario, Canada
$491K +$504K +210,736 New
DCM
66
DGS Capital Management
New Jersey
$476K +$117K +48,784 +31%
FTDI
67
First Trust Direct Indexing
Massachusetts
$468K +$15.8K +6,598 +3%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$465K +$90.4K +37,794 +23%
US Bancorp
69
US Bancorp
Minnesota
$462K -$128K -53,662 -21%
BL
70
Balentine LLC
Georgia
$458K -$813K -340,116 -63%
FIM
71
Freedom Investment Management
Connecticut
$453K -$59.2K -24,758 -11%
Comerica Bank
72
Comerica Bank
Texas
$448K -$6.34K -2,650 -1%
YCM
73
Yousif Capital Management
Michigan
$427K
ACM
74
Aquatic Capital Management
Illinois
$418K +$417K +174,400 +3,230%
Zurich Cantonal Bank
75
Zurich Cantonal Bank
Switzerland
$401K