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Apogee Enterprises

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$228K +$211K +5,606 New
IC
127
Intersect Capital
California
$225K +$208K +5,530 New
Creative Planning
128
Creative Planning
Kansas
$220K +$1.02K +27 +0.5%
BC
129
Burney Company
Virginia
$214K -$263K -6,975 -57%
SW
130
SVB Wealth
Massachusetts
$208K +$192K +5,103 New
6M
131
6 Meridian
Kansas
$202K -$3.92K -104 -2%
SAM
132
Shell Asset Management
Netherlands
$156K
MOACM
133
Mutual of America Capital Management
New York
$149K +$7.23K +192 +6%
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$136K +$70.6K +1,875 +129%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$124K
FF
136
FourThought Financial
Florida
$112K +$104K +2,771 New
Osaic Holdings
137
Osaic Holdings
Arizona
$111K +$12.8K +339 +14%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$97K
Lazard Asset Management
139
Lazard Asset Management
New York
$94K
AIP
140
Ameritas Investment Partners
Nebraska
$90K
HI
141
Harbour Investments
Wisconsin
$61K +$75 +2 +0.1%
Group One Trading
142
Group One Trading
Illinois
$56K +$33.3K +885 +180%
ASN
143
Advisory Services Network
Georgia
$50K +$46.2K +1,225 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$44K +$8.97K +238 +28%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$43K -$188 -5 -0.5%
GWM
146
Geneos Wealth Management
Colorado
$40K
EVM
147
Eaton Vance Management
Massachusetts
$27K +$15.2K +404 +150%
First Eagle Investment Management
148
First Eagle Investment Management
New York
$25K +$23.1K +613 New
OIA
149
Optimum Investment Advisors
Illinois
$20K
TFA
150
Toth Financial Advisory
Virginia
$20K