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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
151
United Capital Financial Advisors
Texas
$664K +$27.2K +333 +4%
MWM
152
Modera Wealth Management
New Jersey
$660K +$64.3K +786 +11%
ECM
153
Everence Capital Management
Indiana
$622K
SAM
154
Shell Asset Management
Netherlands
$621K +$153K +1,867 +34%
VanEck Associates
155
VanEck Associates
New York
$590K +$569K +6,952 New
Mitsubishi UFJ Trust & Banking
156
Mitsubishi UFJ Trust & Banking
Japan
$573K +$553K +6,761 New
VI
157
Versor Investments
New York
$540K -$512K -6,257 -50%
MOACM
158
Mutual of America Capital Management
New York
$534K +$13.9K +170 +3%
AR
159
Advisory Research
Illinois
$520K +$502K +6,132 New
PI
160
PEAK6 Investments
Illinois
$518K +$500K +6,107 New
Osaic Holdings
161
Osaic Holdings
Arizona
$517K +$95.3K +1,165 +24%
JMPWA
162
JP Morgan Private Wealth Advisors
California
$517K +$499K +6,096 New
AWP
163
Ascent Wealth Partners
New York
$509K
MOS
164
MGO One Seven
Ohio
$497K +$36.7K +449 +8%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$494K +$111K +1,360 +30%
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$478K
Stifel Financial
167
Stifel Financial
Missouri
$478K +$53.7K +656 +13%
UBS Group
168
UBS Group
Switzerland
$475K -$342K -4,177 -43%
Victory Capital Management
169
Victory Capital Management
Texas
$463K -$12.4K -152 -3%
PP
170
PDT Partners
New York
$457K +$441K +5,390 New
OC
171
Oppenheimer & Co
New York
$449K -$50.5K -617 -10%
LPL Financial
172
LPL Financial
California
$441K -$47.4K -579 -10%
GCP
173
GSA Capital Partners
United Kingdom
$433K +$52.6K +643 +14%
6M
174
6 Meridian
Kansas
$414K +$4.42K +54 +1%
SCA
175
Spearhead Capital Advisors
Florida
$402K +$5.32K +65 +1%