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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
451
Oxford Financial Group
Indiana
$350K
ASN
452
Advisory Services Network
Georgia
$349K +$325K +1,455 New
SFG
453
SNS Financial Group
Minnesota
$348K
DILIC
454
Dai-ichi Life Insurance Company
Japan
$347K
EF
455
Empirical Finance
Pennsylvania
$344K +$47.2K +211 +17%
BA
456
Bridgewater Advisors
New York
$343K +$7.6K +34 +2%
CI Investments Inc
457
CI Investments Inc
Ontario, Canada
$338K +$123K +550 +64%
DDPIC
458
Deroy & Devereaux Private Investment Counsel
Michigan
$335K -$63.2K -283 -17%
MA
459
MUFG Americas
New York
$331K -$175K -785 -36%
WSFS
460
Wilmington Savings Fund Society
Delaware
$331K -$133K -597 -30%
SO
461
STRS Ohio
Ohio
$331K
WT
462
Whittier Trust
California
$330K
PAS
463
Park Avenue Securities
New York
$329K +$307K +1,372 New
RC
464
Roundview Capital
New Jersey
$327K
TCBWMS
465
Texas Capital Bank Wealth Management Services
Texas
$323K -$53.6K -240 -15%
UCFA
466
United Capital Financial Advisors
Texas
$323K -$10.7K -48 -3%
LNWWM
467
Laird Norton Wetherby Wealth Management
California
$313K +$39.8K +178 +16%
AAM
468
Aureus Asset Management
Massachusetts
$311K
SIM
469
Sentry Investment Management
Wisconsin
$310K +$60.6K +271 +27%
IC
470
IEQ Capital
California
$310K +$289K +1,294 New
LSAG
471
Lake Street Advisors Group
New Hampshire
$308K -$23.9K -107 -8%
MFM
472
MD Financial Management
Ontario, Canada
$304K -$1.24M -5,559 -81%
SIA
473
Sit Investment Associates
Minnesota
$304K
CCMG
474
Clark Capital Management Group
Pennsylvania
$303K +$283K +1,265 New
MCM
475
MAI Capital Management
Ohio
$297K +$4.92K +22 +2%