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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
351
William Blair Investment Management
Illinois
$567K
DILIC
352
Dai-ichi Life Insurance Company
Japan
$562K
RCA
353
Roberts Capital Advisors
Colorado
$554K +$502K +2,262 New
NA
354
NewEdge Advisors
Louisiana
$546K +$495K +2,232 New
FC
355
Fulcrum Capital
Washington
$538K -$22.2K -100 -4%
KCM
356
Kennedy Capital Management
Missouri
$534K +$484K +2,181 New
HI
357
Horizon Investments
North Carolina
$530K +$481K +2,167 New
CAPTRUST Financial Advisors
358
CAPTRUST Financial Advisors
North Carolina
$527K -$15.8K -71 -3%
CWM
359
CIBC World Markets
New York
$526K -$277K -1,250 -37%
Impax Asset Management Group
360
Impax Asset Management Group
United Kingdom
$526K +$477K +2,150 New
HIA
361
Harbor Investment Advisory
Maryland
$512K -$51.7K -233 -10%
BSI
362
Bennett Selby Investments
Maine
$496K -$83.9K -378 -16%
Creative Planning
363
Creative Planning
Kansas
$495K +$94.3K +425 +27%
S
364
SignatureFD
Georgia
$477K +$1.33K +6 +0.3%
HCM
365
Huber Capital Management
California
$470K
Lido Advisors
366
Lido Advisors
California
$469K +$26.6K +120 +7%
FWIA
367
Fort Washington Investment Advisors
Ohio
$466K +$81.7K +368 +24%
AAMC
368
Asset Allocation & Management Company
Illinois
$465K +$422K +1,900 New
CM
369
Columbus Macro
Pennsylvania
$463K -$44K -198 -9%
CGL
370
Clarius Group LLC
Washington
$461K +$20.9K +94 +5%
E
371
Ergoteles
New York
$460K +$148K +668 +55%
PAM
372
Panagora Asset Management
Massachusetts
$459K -$6.01M -27,070 -94%
AIM
373
Aigen Investment Management
New York
$458K -$59.7K -269 -12%
IFWM
374
Institute for Wealth Management
Colorado
$450K
ZB
375
Zions Bancorporation
Utah
$450K +$64.8K +292 +19%