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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
401
Creative Planning
Kansas
$3.28M -$206K -1,405 -6%
CGH
402
Crossmark Global Holdings
Texas
$3.27M +$177K +1,208 +6%
KP
403
Keel Point
Alabama
$3.27M -$19.2K -131 -0.6%
ACM
404
Ayrshire Capital Management
Connecticut
$3.25M +$74.5K +507 +2%
SAM
405
Smithbridge Asset Management
Pennsylvania
$3.24M -$40.3K -274 -1%
EWM
406
Evercore Wealth Management
New York
$3.23M -$39.8K -271 -1%
WBC
407
Westpac Banking Corp
Australia
$3.22M +$135K +918 +4%
GF
408
Gabelli Funds
New York
$3.16M -$279K -1,900 -8%
Vanguard Personalized Indexing Management
409
Vanguard Personalized Indexing Management
California
$3.13M +$275K +1,873 +10%
CWM
410
Congress Wealth Management
Massachusetts
$3.09M +$3.82K +26 +0.1%
PAM
411
Peninsula Asset Management
Florida
$3.08M -$214K -1,455 -6%
LCM
412
Liberty Capital Management
Michigan
$3M -$102K -692 -3%
LCM
413
Logan Capital Management
Pennsylvania
$2.99M -$115K -780 -4%
BRCM
414
Bright Rock Capital Management
Massachusetts
$2.98M
BFM
415
Boston Financial Management
Massachusetts
$2.98M +$128K +870 +4%
HIMCH
416
Hartford Investment Management Co (HIMCO)
Connecticut
$2.97M -$839K -5,713 -22%
SAM
417
Securian Asset Management
Minnesota
$2.95M
DC
418
Davenport & Co
Virginia
$2.95M -$24.1K -164 -0.8%
PP
419
Prudential plc
United Kingdom
$2.92M +$1.12M +7,610 +61%
SCA
420
Snowden Capital Advisors
New York
$2.92M -$19.7K -134 -0.7%
AIM
421
Aigen Investment Management
New York
$2.91M +$2.94M +20,011 New
EMPI
422
Elo Mutual Pension Insurance
Finland
$2.9M +$82.7K +563 +3%
AI
423
Atria Investments
North Carolina
$2.89M -$541K -3,681 -16%
Connor, Clark & Lunn Investment Management (CC&L)
424
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.88M +$2.91M +19,789 New
WB
425
Webster Bank
Connecticut
$2.86M -$198K -1,349 -6%