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Name Holding Trade Value Shares
Change
Change in
Stake
SFCL
201
Strengthening Families & Communities LLC
Massachusetts
$586K +$628K +15,608 New
LTAS
202
Linden Thomas Advisory Services
North Carolina
$577K +$19.9K +494 +3%
AAM
203
Advisors Asset Management
Colorado
$570K +$45.4K +1,129 +8%
SAM
204
Securian Asset Management
Minnesota
$567K -$8.94K -222 -1%
RMC
205
Regis Management Company
California
$564K
Bank of Nova Scotia
206
Bank of Nova Scotia
Ontario, Canada
$564K +$92.5K +2,299 +18%
Stifel Financial
207
Stifel Financial
Missouri
$527K -$2.13M -52,938 -79%
Creative Planning
208
Creative Planning
Kansas
$526K -$147K -3,664 -21%
SWM
209
Sendero Wealth Management
Texas
$526K +$146K +3,634 +35%
William Blair & Company
210
William Blair & Company
Illinois
$519K -$340K -8,449 -38%
VI
211
Versor Investments
New York
$510K +$241K +5,982 +79%
American Century Companies
212
American Century Companies
Missouri
$509K -$316K -7,842 -37%
EI
213
Ethic Inc
New York
$509K -$61K -1,515 -10%
ETC
214
Exchange Traded Concepts
Oklahoma
$507K -$43.9K -1,090 -7%
STA
215
Summit Trail Advisors
New York
$496K +$95.8K +2,379 +22%
DCM
216
DGS Capital Management
New Jersey
$483K -$69.8K -1,733 -12%
OTL
217
Oak Thistle LLC
New York
$478K +$253K +6,273 +97%
ZB
218
Zions Bancorporation
Utah
$472K -$38K -943 -7%
P
219
Pitcairn
Pennsylvania
$467K -$52.3K -1,299 -9%
IFU
220
iSAM Funds (UK)
United Kingdom
$465K +$79.8K +1,983 +19%
IP
221
Isthmus Partners
Wisconsin
$460K
LNWWM
222
Laird Norton Wetherby Wealth Management
California
$454K -$19.9K -494 -4%
DTL
223
Dynamic Technology Lab
Singapore
$439K -$654K -16,253 -58%
TRCT
224
Tower Research Capital (TRC)
New York
$423K +$302K +7,495 +200%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$422K -$49.3K -1,225 -10%