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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
301
Baker Tilly Wealth Management
Wisconsin
$772K +$143K +2,313 +30%
SFFS
302
Stonehage Fleming Financial Services
Jersey
$769K – – –
PFO
303
Pathstone Family Office
New Jersey
$742K +$277K +4,487 +87%
KCM
304
Kennedy Capital Management
Missouri
$741K -$46.2K -749 -7%
WG
305
Winton Group
United Kingdom
$738K -$73.4K -1,190 -11%
FA
306
FDx Advisors
Illinois
$737K -$94.8K -1,536 -14%
Westfield Capital Management
307
Westfield Capital Management
Massachusetts
$728K +$584K +9,460 New
VI
308
Versor Investments
New York
$724K +$580K +9,401 New
YMRC
309
Yorktown Management & Research Company
Virginia
$716K – – –
Vanguard Personalized Indexing Management
310
Vanguard Personalized Indexing Management
California
$706K +$163K +2,644 +41%
PA
311
PSI Advisors
Florida
$704K – – –
WCM
312
Washington Capital Management
Washington
$700K -$130K -2,100 -19%
PRC
313
Pearl River Capital
Michigan
$686K +$550K +8,914 New
CIP
314
Cornerstone Investment Partners
Georgia
$676K +$224K +3,627 +70%
Mackenzie Financial
315
Mackenzie Financial
Ontario, Canada
$671K +$30.8K +499 +6%
Arrowstreet Capital
316
Arrowstreet Capital
Massachusetts
$666K +$534K +8,650 New
SCM
317
Shelton Capital Management
Colorado
$631K -$23.4K -379 -4%
Mercer Global Advisors
318
Mercer Global Advisors
Colorado
$617K +$18.2K +295 +4%
SF
319
Synovus Financial
Georgia
$613K +$12K +195 +3%
NA
320
NewEdge Advisors
Louisiana
$603K +$483K +7,832 New
OC
321
Oppenheimer & Co
New York
$600K +$18.5K +300 +4%
BPA
322
Beacon Pointe Advisors
California
$590K +$11.7K +189 +3%
CIM
323
Chiron Investment Management
New York
$589K +$472K +7,653 New
DT
324
Diversified Trust
Tennessee
$587K +$164K +2,657 +54%
AC
325
Allstate Corporation
Illinois
$586K -$142K -2,305 -23%