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Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1301
Lazard Asset Management
New York
$45K – – –
MPWT
1302
MassMutual Private Wealth & Trust
Connecticut
$44.2K +$3.2K +14 +9%
NSIM
1303
North Star Investment Management
Illinois
$43K -$18.3K -80 -31%
MIC
1304
MU Investments Company
Japan
$42K -$16K -70 -29%
AIM
1305
Arcadia Investment Management
Michigan
$42K – – –
WPA
1306
West Paces Advisors
Georgia
$38.9K – – –
PMFA
1307
Plante Moran Financial Advisors
Michigan
$38K – – –
TFO
1308
Tarbox Family Office
California
$36K – – –
BWP
1309
Baldwin Wealth Partners
Massachusetts
$35K – – –
M
1310
MOTCO
Texas
$35K – – –
PFGIA
1311
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$4.57K +20 +18%
SP
1312
SWS Partners
Ohio
$35K +$32K +140 New
BWA
1313
Burt Wealth Advisors
Maryland
$34K +$31.3K +137 New
IP
1314
Isthmus Partners
Wisconsin
$32K – – –
EARNEST Partners
1315
EARNEST Partners
Georgia
$32K +$29K +127 New
SHJ
1316
Sharkey, Howes & Javer
Colorado
$31K – – –
MFW
1317
Mosaic Family Wealth
Missouri
$30K – – –
ADL
1318
Asset Dedication LLC
California
$30K +$20.8K +91 +303%
FMB
1319
Field & Main Bank
Kentucky
$30K +$27.9K +122 New
CFD
1320
Creative Financial Designs
Indiana
$29K -$26.1K -114 -49%
AIS
1321
Accurate Investment Solutions
Pennsylvania
$29K – – –
RPC
1322
Rossmore Private Capital
Connecticut
$27.4K +$25.2K +110 New
PS
1323
Portfolio Strategies
New York
$26K +$24K +105 New
Financial Engines Advisors
1324
Financial Engines Advisors
California
$25K -$111K -487 -83%
BAM
1325
Barrett Asset Management
New York
$25K – – –