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Name Holding Trade Value Shares
Change
Change in
Stake
P
201
Pitcairn
Pennsylvania
$635K -$10.2K -219 -2%
ZB
202
Zions Bancorporation
Utah
$624K +$34.8K +746 +6%
Mariner
203
Mariner
Kansas
$615K -$90.5K -1,939 -13%
Neuberger Berman Group
204
Neuberger Berman Group
New York
$611K +$7.42K +159 +1%
PVH
205
Psagot Value Holdings
Israel
$609K +$630K +13,500 New
Bank of Nova Scotia
206
Bank of Nova Scotia
Ontario, Canada
$587K +$252K +5,392 +74%
LNWWM
207
Laird Norton Wetherby Wealth Management
California
$581K +$16.8K +360 +3%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$576K +$23.2K +497 +4%
IP
209
Isthmus Partners
Wisconsin
$566K -$8.91K -191 -2%
OQS
210
Occudo Quantitative Strategies
Florida
$551K +$556K +11,912 New
QCG
211
Quadrant Capital Group
Ohio
$541K +$36.3K +778 +7%
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$538K -$133K -2,853 -20%
S
213
SignatureFD
Georgia
$531K +$6.72K +144 +1%
SI
214
Sapience Investments
California
$529K -$72.3K -1,550 -12%
AT
215
American Trust
Kentucky
$525K +$21.6K +462 +4%
LPL Financial
216
LPL Financial
California
$522K +$140K +2,995 +36%
YMRC
217
Yorktown Management & Research Company
Virginia
$518K
BCI
218
Brinker Capital Investments
Pennsylvania
$509K -$13.5K -289 -3%
OPS
219
Orion Portfolio Solutions
Nebraska
$509K +$514K +11,008 New
GPWA
220
Great Point Wealth Advisors
Massachusetts
$508K
GIM
221
Groesbeck Investment Management
New Jersey
$503K +$508K +10,877 New
STA
222
Summit Trail Advisors
New York
$500K +$51.8K +1,111 +11%
GT
223
Greenleaf Trust
Michigan
$496K +$2.8K +60 +0.6%
IFU
224
iSAM Funds (UK)
United Kingdom
$480K +$484K +10,381 New
SWM
225
Sendero Wealth Management
Texas
$479K +$73K +1,565 +18%