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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
101
Vanguard Personalized Indexing Management
California
$272K +$33.1K +464 +15%
SEI Investments
102
SEI Investments
Pennsylvania
$271K +$247K +3,471 New
PA
103
Parallel Advisors
California
$259K +$18.6K +261 +8%
SFA
104
Semmax Financial Advisors
North Carolina
$257K -$66.9K -938 -22%
ATC
105
Argent Trust Co
Tennessee
$247K +$11.2K +157 +5%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$243K +$10.6K +149 +5%
RJT
107
Raymond James Trust
Florida
$241K +$227K +3,190 New
First Trust Advisors
108
First Trust Advisors
Illinois
$234K +$221K +3,097 New
KCM
109
Kornitzer Capital Management
Kansas
$227K
BL
110
Balentine LLC
Georgia
$227K +$214K +3,008 New
ECM
111
Estabrook Capital Management
New York
$227K
SI
112
Stephens Inc
Arkansas
$221K +$208K +2,921 New
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$220K +$27.3K +383 +15%
CCA
114
Checchi Capital Advisers
California
$220K +$207K +2,908 New
Cerity Partners
115
Cerity Partners
New York
$218K +$204K +2,856 New
Franklin Resources
116
Franklin Resources
California
$209K +$198K +2,771 New
WFI
117
West Family Investments
California
$203K -$47.8K -671 -20%
TPCW
118
TD Private Client Wealth
New York
$168K +$24.9K +350 +19%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$156K +$67.2K +943 +84%
EVM
120
Eaton Vance Management
Massachusetts
$151K +$15K +210 +12%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$143K +$135K +1,899 New
LC
122
Lindbrook Capital
California
$141K +$21.3K +299 +19%
HNB
123
Huntington National Bank
Ohio
$130K +$26.8K +376 +28%
UB
124
UMB Bank
Missouri
$126K +$119K +1,674 New
SWM
125
Spire Wealth Management
Virginia
$121K +$44.7K +627 +64%