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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
76
Brown Advisory
Maryland
$450K -$596 -8 -0.1%
KWA
77
KCS Wealth Advisory
California
$440K -$16.2K -217 -3%
YIH
78
Y-Intercept (HK)
Hong Kong
$427K +$486K +6,523 New
JG
79
Jefferies Group
New York
$409K +$465K +6,245 New
GC
80
Guggenheim Capital
Illinois
$408K +$39.6K +532 +9%
MWM
81
Mission Wealth Management
California
$403K +$53.8K +722 +13%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$401K +$6.33K +85 +1%
KOC
83
Koss-Olinger Consulting
Florida
$398K -$142K -1,911 -24%
EI
84
Ellevest Inc
New York
$398K +$22.7K +305 +5%
Citigroup
85
Citigroup
New York
$397K +$49.8K +668 +12%
GT
86
Greenleaf Trust
Michigan
$380K -$70.9K -952 -14%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$379K -$53K -711 -11%
Renaissance Technologies
88
Renaissance Technologies
New York
$367K +$417K +5,600 New
AP
89
Advisor Partners
California
$364K +$7.97K +107 +2%
HighTower Advisors
90
HighTower Advisors
Illinois
$361K -$73.7K -989 -15%
BWP
91
BSW Wealth Partners
Colorado
$349K +$22.1K +297 +6%
ATC
92
Argent Trust Co
Tennessee
$311K +$110K +1,471 +45%
SG Americas Securities
93
SG Americas Securities
New York
$310K
Vanguard Personalized Indexing Management
94
Vanguard Personalized Indexing Management
California
$309K +$83.5K +1,121 +31%
BCI
95
Brinker Capital Investments
Pennsylvania
$305K -$33.4K -449 -9%
CFFP
96
Center for Financial Planning
Michigan
$301K +$342K +4,596 New
AL
97
Aspiriant LLC
California
$262K
FCH
98
Freestone Capital Holdings
Washington
$258K +$294K +3,946 New
Comerica Bank
99
Comerica Bank
Texas
$256K -$2.76K -37 -0.9%
IAA
100
Independent Advisor Alliance
North Carolina
$256K +$292K +3,914 New