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Name Holding Trade Value Shares
Change
Change in
Stake
WGCA
176
Wolf Group Capital Advisors
Virginia
$407K -$51.3K -658 -11%
JIC
177
Johnson Investment Counsel
Ohio
$404K +$398K +5,100 New
IWA
178
Intercontinental Wealth Advisors
Texas
$391K -$15.8K -203 -4%
QCG
179
Quadrant Capital Group
Ohio
$390K
LOAMS
180
Lombard Odier Asset Management (Switzerland)
Switzerland
$376K -$190K -2,440 -34%
AI
181
Atria Investments
North Carolina
$373K +$29.9K +384 +9%
Two Sigma Advisers
182
Two Sigma Advisers
New York
$364K -$187K -2,400 -34%
Creative Planning
183
Creative Planning
Kansas
$350K -$1.4K -18 -0.4%
WAS
184
WESPAC Advisors SoCal
California
$340K +$335K +4,300 New
AWM
185
AE Wealth Management
Kansas
$335K -$5.46K -70 -2%
MCIM
186
Meadow Creek Investment Management
Georgia
$327K
GIBU
187
Gulf International Bank (UK)
United Kingdom
$313K -$47.7K -612 -13%
CAG
188
Csenge Advisory Group
Florida
$306K +$49.1K +630 +19%
Stifel Financial
189
Stifel Financial
Missouri
$301K +$156 +2 +0.1%
FMT
190
First Mercantile Trust
Tennessee
$283K +$10.1K +130 +4%
MOS
191
MGO One Seven
Ohio
$282K -$9.67K -124 -3%
CI
192
Cigna Investments
Connecticut
$282K
AP
193
Advisor Partners
California
$281K -$17.3K -222 -6%
FA
194
FDx Advisors
Illinois
$273K -$18.2K -234 -6%
EP
195
Elkfork Partners
Oregon
$269K
BSAM
196
Blue Square Asset Management
New York
$269K +$265K +3,393 New
FB
197
Fulton Bank
Pennsylvania
$256K -$39.7K -509 -14%
TAM
198
Trillium Asset Management
Massachusetts
$248K +$244K +3,134 New
FGAM
199
Financial Gravity Asset Management
Texas
$240K -$75.6K -970 -24%
RG
200
Rathbones Group
United Kingdom
$237K +$234K +3,000 New