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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
601
Ashfield Capital Partners
California
$546K – – –
KCM
602
Kornitzer Capital Management
Kansas
$541K – – –
Creative Planning
603
Creative Planning
Kansas
$540K +$10.8K +392 +2%
MTIM
604
Marathon Trading Investment Management
Pennsylvania
$538K +$268K +9,700 +98%
SGAM
605
Steinberg Global Asset Management
Florida
$535K -$552 -20 -0.1%
SEC
606
Seven Eight Capital
New York
$534K +$536K +19,418 New
MFS
607
MSI Financial Services
Massachusetts
$517K +$134K +4,860 +35%
WIM
608
Waverton Investment Management
United Kingdom
$506K – – –
SBA
609
Seven Bridges Advisors
New York
$499K +$502K +18,172 New
Jones Financial Companies
610
Jones Financial Companies
Missouri
$496K -$125K -4,534 -20%
BOH
611
Bank of Hawaii
Hawaii
$493K +$495K +17,930 New
DCM
612
Driehaus Capital Management
Illinois
$487K -$624K -22,580 -56%
LA
613
Lucus Advisors
New York
$487K +$9.78K +354 +2%
ICAS
614
Investors Capital Advisory Services
Massachusetts
$472K +$227K +8,224 +92%
MA
615
MUFG Americas
New York
$468K -$483K -17,486 -51%
SL
616
Summitry LLC
California
$457K -$12.5M -453,831 -96%
LNWWM
617
Laird Norton Wetherby Wealth Management
California
$455K +$7.82K +283 +2%
CCA
618
Cobblestone Capital Advisors
New York
$452K -$51.2K -1,855 -10%
GIA
619
GHP Investment Advisors
Colorado
$450K +$36.7K +1,330 +9%
WPC
620
White Pine Capital
Minnesota
$443K +$3.59K +130 +0.8%
MIH
621
Madison Investment Holdings
Wisconsin
$439K -$17.6M -635,589 -98%
PSUF
622
People's United Financial
Connecticut
$439K -$30.8K -1,116 -7%
AP
623
Advisor Partners
California
$434K +$17.9K +649 +4%
SAM
624
Symphony Asset Management
California
$428K +$14.2K +515 +3%
WSFS
625
Wilmington Savings Fund Society
Delaware
$423K -$12.4K -450 -3%