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Name Holding Trade Value Shares
Change
Change in
Stake
RP
326
Rowlandmiller & Partners
Georgia
$403K -$1.17M -36,176 -70%
NICM
327
Neo Ivy Capital Management
New York
$401K +$449K +13,902 +832%
SAM
328
Seelaus Asset Management
New Jersey
$387K -$4.84K -150 -1%
BFC
329
Bedel Financial Consulting
Indiana
$383K +$452 +14 +0.1%
WAM
330
World Asset Management
Michigan
$368K -$7.01K -217 -2%
TCM
331
Tributary Capital Management
Nebraska
$356K -$6.46K -200 -2%
Glenmede Trust
332
Glenmede Trust
Pennsylvania
$354K -$2.18M -67,494 -86%
FAM
333
Formidable Asset Management
Ohio
$348K +$341K +10,557 New
O'Shaughnessy Asset Management
334
O'Shaughnessy Asset Management
Connecticut
$347K -$549 -17 -0.2%
PWA
335
Phoenix Wealth Advisors
North Carolina
$341K +$3.33K +103 +1%
Brown Advisory
336
Brown Advisory
Maryland
$340K +$74.3K +2,300 +29%
Lincoln National Corp
337
Lincoln National Corp
Pennsylvania
$339K +$7.2K +223 +2%
Boston Trust Walden
338
Boston Trust Walden
Massachusetts
$332K – – –
MBT
339
Montecito Bank & Trust
California
$330K – – –
Cullen/Frost Bankers
340
Cullen/Frost Bankers
Texas
$324K +$291K +9,000 +1,104%
Algert Global
341
Algert Global
California
$324K +$317K +9,832 New
EFS
342
Essex Financial Services
Connecticut
$323K – – –
NFG
343
Next Financial Group
Texas
$318K +$2.78K +86 +0.9%
CIBC Asset Management
344
CIBC Asset Management
Ontario, Canada
$314K +$19.3K +599 +7%
JP Morgan Private Wealth Advisors
345
JP Morgan Private Wealth Advisors
California
$310K +$10.4K +321 +4%
United Capital Financial Advisors
346
United Capital Financial Advisors
Texas
$310K +$303K +9,396 New
Freestone Capital Holdings
347
Freestone Capital Holdings
Washington
$308K -$266K -8,225 -47%
Spire Wealth Management
348
Spire Wealth Management
Virginia
$308K +$35.7K +1,106 +13%
Simplicity Solutions
349
Simplicity Solutions
Minnesota
$305K +$299K +9,263 New
Advisory Services Network
350
Advisory Services Network
Georgia
$299K +$72.8K +2,256 +33%