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Name Holding Trade Value Shares
Change
Change in
Stake
MIS
351
Morningstar Investment Services
Illinois
$239K -$6.7M -62,947 -97%
GAM
352
Guinness Asset Management
United Kingdom
$238K
JEST
353
JTC Employer Solutions Trustee
Jersey
$236K +$50.2K +471 +26%
Asset Management One
354
Asset Management One
Japan
$236K +$128K +1,198 +115%
FAM
355
Formidable Asset Management
Ohio
$234K +$237K +2,225 New
GWM
356
Geneos Wealth Management
Colorado
$234K
FFA
357
First Foundation Advisors
California
$233K
SS
358
Sunbelt Securities
Texas
$230K -$4.79K -45 -2%
GT
359
Greenleaf Trust
Michigan
$220K -$11.2K -105 -5%
BPA
360
Beacon Pointe Advisors
California
$220K +$1.6K +15 +0.7%
CA
361
Commerzbank Aktiengesellschaft
Germany
$218K
Cerity Partners
362
Cerity Partners
New York
$218K -$151K -1,421 -41%
BMCM
363
Bryn Mawr Capital Management
Pennsylvania
$216K +$219K +2,056 New
SGA
364
Strategic Global Advisors
California
$215K +$218K +2,043 New
MCP
365
Mirador Capital Partners
California
$213K +$216K +2,024 New
RFC
366
Regions Financial Corp
Alabama
$211K -$22.4K -210 -10%
BG
367
Bellevue Group
Switzerland
$211K +$213K +2,000 New
FLC
368
Fifth Lane Capital
Texas
$211K +$213K +2,000 New
LSA
369
L & S Advisors
California
$211K +$213K +2,000 New
Janney Montgomery Scott
370
Janney Montgomery Scott
Pennsylvania
$209K +$211K +1,981 New
DS
371
DRW Securities
Illinois
$208K -$69.4K -652 -25%
HAG
372
HighPoint Advisor Group
Illinois
$205K +$195K +1,834 New
JFL
373
Jarislowsky, Fraser Ltd
Quebec, Canada
$205K
BS
374
Banco Santander
Spain
$201K
PA
375
Parallel Advisors
California
$201K +$18K +169 +10%