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Name Holding Trade Value Shares
Change
Change in
Stake
GPWA
201
Great Point Wealth Advisors
Massachusetts
$581K +$186K +3,705 +51%
LPL Financial
202
LPL Financial
California
$570K +$28.3K +562 +6%
IAIM
203
Industrial Alliance Investment Management
Quebec, Canada
$567K +$537K +10,675 New
Neuberger Berman Group
204
Neuberger Berman Group
New York
$558K +$175K +3,479 +41%
Los Angeles Capital Management
205
Los Angeles Capital Management
California
$544K -$3.69M -73,312 -88%
FAIM
206
Financial Advocates Investment Management
Washington
$544K -$50.3K -1,000 -9%
AT
207
American Trust
Kentucky
$537K +$510K +10,126 New
Stifel Financial
208
Stifel Financial
Missouri
$529K +$502K +9,970 New
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$526K +$14.4K +287 +3%
FRM
210
Fox Run Management
Connecticut
$519K +$493K +9,787 New
RMC
211
Regis Management Company
California
$513K
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$499K +$156K +3,109 +49%
CCG
213
Cloverfields Capital Group
Minnesota
$492K +$2.72K +54 +0.6%
SCM
214
Shelton Capital Management
Colorado
$486K -$27.5K -546 -6%
GHA
215
GW Henssler & Associates
Georgia
$484K -$114K -2,266 -20%
OTPPB
216
Ontario Teachers' Pension Plan Board
Ontario, Canada
$482K -$232K -4,618 -34%
HSBC Holdings
217
HSBC Holdings
United Kingdom
$467K +$187K +3,712 +73%
PA
218
Profund Advisors
Maryland
$461K -$28.8K -572 -6%
Baird Financial Group
219
Baird Financial Group
Wisconsin
$453K -$22.5K -447 -5%
NAM
220
NorthCrest Asset Manangement
Minnesota
$437K +$415K +8,240 New
AF
221
Affiance Financial
Minnesota
$434K +$50 +1 +0%
Jacobs Levy Equity Management
222
Jacobs Levy Equity Management
New Jersey
$427K
FTDI
223
First Trust Direct Indexing
Massachusetts
$426K -$1.96K -39 -0.5%
ZB
224
Zions Bancorporation
Utah
$425K +$21.4K +425 +6%
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$417K -$271K -5,393 -41%