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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
201
Cerity Partners
New York
$1.03M +$616K +6,857 +160%
FCH
202
Freestone Capital Holdings
Washington
$1.02M +$994K +11,070 New
AF
203
Ally Financial
Michigan
$1.01M – – –
AIM
204
ARGA Investment Management
Connecticut
$1.01M – – –
A
205
Allianz
Germany
$983K +$497K +5,534 +108%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$937K +$289K +3,217 +46%
BCV
207
Banque Cantonale Vaudoise
Switzerland
$936K +$913K +10,170 New
AAS
208
Avantax Advisory Services
Texas
$933K +$92.6K +1,031 +11%
FIA
209
FNY Investment Advisers
New York
$922K +$900K +10,022 New
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$919K -$362K -4,035 -29%
OCBCO
211
Oversea-Chinese Banking Corp (OCBC)
Singapore
$898K +$42.1K +469 +5%
RI
212
Ridgewood Investments
New Jersey
$896K +$411K +4,576 +83%
UBS AM
213
UBS AM
Illinois
$879K +$269K +3,000 +46%
OC
214
Oppenheimer & Co
New York
$870K +$343K +3,824 +68%
Stifel Financial
215
Stifel Financial
Missouri
$834K -$2.53M -28,185 -76%
CCIA
216
Campbell & Co Investment Adviser
Maryland
$826K +$805K +8,970 New
IAS
217
Insigneo Advisory Services
Florida
$825K +$805K +8,965 New
EI
218
Ethic Inc
New York
$823K +$101K +1,127 +14%
CLOS
219
Compagnie Lombard Odier SCmA
Switzerland
$780K +$761K +8,478 New
DZ Bank
220
DZ Bank
Germany
$759K +$381K +4,239 +106%
CCM
221
Cohen Capital Management
California
$758K – – –
VVP
222
Venture Visionary Partners
Ohio
$750K +$732K +8,150 New
IWC
223
Integrated Wealth Concepts
Massachusetts
$717K +$153K +1,705 +28%
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$692K -$93.4K -1,040 -12%
SAM
225
Storebrand Asset Management
Norway
$676K -$41.7K -464 -6%