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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
201
Riverhead Capital Management
Delaware
$135K
Creative Planning
202
Creative Planning
Kansas
$118K +$23.2K +723 +24%
NA
203
Neuburgh Advisers
California
$118K +$118K +3,674 New
Victory Capital Management
204
Victory Capital Management
Texas
$92K -$2.28K -71 -2%
WTB
205
Washington Trust Bank
Washington
$91K
Envestnet Asset Management
206
Envestnet Asset Management
Illinois
$89K +$10.3K +322 +13%
MCIM
207
Meadow Creek Investment Management
Georgia
$86K +$85.8K +2,672 New
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$82K +$28.5K +887 +56%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$76K
LTFS
210
Ladenburg Thalmann Financial Services
Florida
$73K
Fuller & Thaler Asset Management
211
Fuller & Thaler Asset Management
California
$56K
US Bancorp
212
US Bancorp
Minnesota
$56K
MA
213
MUFG Americas
New York
$54K +$6.26K +195 +13%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$42K
FPFS
215
First Personal Financial Services
North Carolina
$40K +$1.25K +39 +3%
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$40K +$3.6K +112 +10%
PCM
217
Prelude Capital Management
New York
$38K +$2.35K +73 +7%
PHK
218
Point72 Hong Kong
Hong Kong
$34K -$52.8K -1,644 -61%
WA
219
WFG Advisors
Texas
$32K
SQA
220
Simon Quick Advisors
New Jersey
$32K +$32.1K +1,000 New
IA
221
IFP Advisors
Florida
$26K -$46.5K -1,446 -64%
VCM
222
Versant Capital Management
Arizona
$26K
WA
223
Winfield Associates
Ohio
$26K
AIM
224
Acrospire Investment Management
Illinois
$26K +$25.7K +800 New
Nomura Asset Management
225
Nomura Asset Management
Japan
$22K +$22.2K +690 New