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Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
401
Tokio Marine Asset Management
Japan
$699K +$49.3K +396 +8%
BP
402
Ballentine Partners
Massachusetts
$688K +$206K +1,651 +43%
FRA
403
Frank Rimerman Advisors
California
$674K +$669K +5,368 New
EP
404
Essential Partners
California
$671K +$666K +5,345 New
UA
405
Unison Advisors
District of Columbia
$669K – – –
GIM
406
Guardian Investment Management
California
$666K -$249K -2,000 -27%
EF
407
Empirical Finance
Pennsylvania
$657K +$3.86K +31 +0.6%
OAC
408
OMERS Administration Corp
Ontario, Canada
$651K – – –
Lido Advisors
409
Lido Advisors
California
$647K -$4.72M -37,897 -88%
BBHC
410
Brown Brothers Harriman & Co
New York
$643K +$82.1K +659 +15%
BJL
411
Brighton Jones LLC
Washington
$641K +$636K +5,102 New
ACM
412
ADAR1 Capital Management
Texas
$641K +$74.8K +600 +13%
VA
413
Vident Advisory
Georgia
$636K -$220K -1,766 -26%
CS
414
Cannell & Spears
New York
$635K +$498 +4 +0.1%
UCFA
415
United Capital Financial Advisors
Texas
$631K +$205K +1,644 +49%
CI Investments Inc
416
CI Investments Inc
Ontario, Canada
$624K -$204K -1,641 -25%
PIM
417
Plato Investment Management
Australia
$618K +$482K +3,869 +362%
CWM
418
Crowley Wealth Management
Delaware
$617K -$48K -385 -7%
AGWCA
419
Annis Gardner Whiting Capital Advisors
Florida
$604K +$49.3K +396 +9%
LA
420
Lifeworks Advisors
Michigan
$590K +$30.4K +244 +5%
VSQM
421
V-Square Quantitative Management
Illinois
$588K +$58.6K +470 +11%
NMIMC
422
Northwestern Mutual Investment Management Company
Wisconsin
$587K +$2.24K +18 +0.4%
Baird Financial Group
423
Baird Financial Group
Wisconsin
$587K -$624K -5,010 -52%
SFM
424
Systematic Financial Management
New Jersey
$587K – – –
EWA
425
EP Wealth Advisors
California
$579K +$28.7K +230 +5%