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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$736K +$106K +2,228 +17%
JFG
52
Jefferies Financial Group
New York
$730K +$707K +14,850 New
BIP
53
Brandes Investment Partners
California
$707K -$15.8M -331,473 -96%
Creative Planning
54
Creative Planning
Kansas
$684K -$39.5K -830 -6%
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$634K -$121K -2,553 -17%
NW
56
NewEdge Wealth
Pennsylvania
$633K -$35.6K -749 -5%
VAS
57
Vestmark Advisory Solutions
Massachusetts
$633K -$35.6K -749 -5%
MM
58
MQS Management
New York
$593K +$574K +12,053 New
MML Investors Services
59
MML Investors Services
Massachusetts
$551K +$714 +15 +0.1%
M&T Bank
60
M&T Bank
New York
$476K +$1.28K +27 +0.3%
IRC
61
Investors Research Corp
Georgia
$471K -$3.57K -75 -0.8%
LWAM
62
Legacy Wealth Asset Management
Minnesota
$456K -$337K -7,082 -43%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$444K +$72.1K +1,516 +20%
DTL
64
Dynamic Technology Lab
Singapore
$440K +$426K +8,950 New
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$437K -$46.2K -971 -10%
S
66
SignatureFD
Georgia
$427K -$11.3K -237 -3%
MWM
67
Mission Wealth Management
California
$407K +$3.19K +67 +0.8%
Osaic Holdings
68
Osaic Holdings
Arizona
$406K +$60.5K +1,272 +18%
CFM
69
Capricorn Fund Managers
United Kingdom
$404K +$391K +8,218 New
BFG
70
Beacon Financial Group
Texas
$384K -$9.66K -203 -3%
API
71
Advisor Partners II
California
$372K +$80K +1,682 +29%
Vanguard Personalized Indexing Management
72
Vanguard Personalized Indexing Management
California
$365K +$120K +2,527 +52%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$363K -$2.05K -43 -0.6%
EI
74
Ellevest Inc
New York
$360K +$51.9K +1,091 +18%
RWM
75
Ritholtz Wealth Management
New York
$359K +$22.2K +466 +7%