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Name Holding Trade Value Shares
Change 		Change in
Stake
TIS
301
Tortoise Index Solutions
Kansas
$92K +$20.5K +384 +26%
QT
302
Quantbot Technologies
New York
$84K -$2.84M -53,160 -97%
GWM
303
Geneos Wealth Management
Colorado
$79K +$22.4K +420 +36%
AG
304
Aperio Group
California
$78K +$83.6K +1,565 New
RCAG
305
Rehmann Capital Advisory Group
Michigan
$77.3K +$36.4K +681 +78%
LIA
306
LS Investment Advisors
Michigan
$76K +$81.3K +1,523 New
LS
307
Livforsakringsbolaget Skandia
Sweden
$60K +$64.1K +1,200 New
ST
308
Smithfield Trust
Pennsylvania
$59K +$63.8K +1,194 New
CPA
309
Clear Perspective Advisors
Illinois
$51K +$54.7K +1,025 New
RWG
310
Regal Wealth Group
California
$50K +$53.4K +1,000 New
FIA
311
FNY Investment Advisers
New York
$47K +$50.6K +947 New
CI
312
CAZ Investments
Texas
$46K – – –
MIFH
313
Migdal Insurance & Financial Holdings
Israel
$38K +$29.7K +556 +261%
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$36K +$38.4K +719 New
WTC
315
WhitTier Trust Company
Nevada
$35K – – –
BBHC
316
Brown Brothers Harriman & Co
New York
$31K +$23.7K +443 +237%
SIM
317
Sonora Investment Management
Arizona
$30K – – –
GHCM
318
Glen Harbor Capital Management
California
$27K -$98K -1,836 -77%
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.9K +$10.7K +200 +67%
ZB
320
Zions Bancorporation
Utah
$24K +$25.6K +480 New
MCIM
321
Meadow Creek Investment Management
Georgia
$22K -$80.7K -1,512 -77%
CYG
322
Clean Yield Group
Vermont
$22K -$8.01K -150 -25%
EP
323
Elkfork Partners
Oregon
$18K -$63.4K -1,188 -77%
RWA
324
Ropes Wealth Advisors
Massachusetts
$15K +$16K +300 New
GSWM
325
Golden State Wealth Management
California
$14K -$69.4K -1,300 -81%
11 12
13
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