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BOK Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
151
Vanguard Personalized Indexing Management
California
$565K +$79.3K +600 +17%
CIA
152
Concurrent Investment Advisors
Florida
$504K +$10.2K +77 +2%
YIH
153
Y-Intercept (HK)
Hong Kong
$499K +$475K +3,592 New
BPAMU
154
BTG Pactual Asset Management US
New York
$489K +$465K +3,520 New
II
155
Inspire Investing
Idaho
$470K +$447K +3,383 New
LNWTC
156
Laird Norton Wetherby Trust Company
Washington
$461K +$15.9K +120 +4%
RWM
157
Ritholtz Wealth Management
New York
$455K -$4.49K -34 -1%
SC
158
Syon Capital
California
$448K -$17.7K -134 -4%
AP
159
Anchyra Partners
Georgia
$420K +$11.9K +90 +3%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$407K -$56.8K -430 -13%
FRM
161
Fox Run Management
Connecticut
$405K +$385K +2,915 New
SFA
162
Sequoia Financial Advisors
Ohio
$400K -$3.83K -29 -1%
Cerity Partners
163
Cerity Partners
New York
$398K +$99.3K +751 +36%
SLAM
164
Swiss Life Asset Management
$394K +$5.42K +41 +1%
MML Investors Services
165
MML Investors Services
Massachusetts
$388K -$18.9K -143 -5%
Canada Life
166
Canada Life
Manitoba, Canada
$384K +$50.4K +381 +16%
NP
167
NorthRock Partners
Minnesota
$379K – – –
CFM
168
Catalyst Funds Management
Australia
$375K +$357K +2,700 New
LWAM
169
Legacy Wealth Asset Management
Minnesota
$370K -$6.87K -52 -2%
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$365K +$63.7K +482 +22%
TRCT
171
Tower Research Capital (TRC)
New York
$365K +$211K +1,594 +155%
IIC
172
Ironwood Investment Counsel
Arizona
$357K – – –
P
173
&Partners
Tennessee
$357K +$47K +356 +16%
HT
174
Heritage Trust
Oklahoma
$357K – – –
AP
175
Americana Partners
Texas
$343K +$326K +2,468 New