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Name Holding Trade Value Shares
Change
Change in
Stake
WGCA
201
Wolf Group Capital Advisors
Virginia
$619K +$550K +37,510 New
FIM
202
Freedom Investment Management
Connecticut
$616K +$79.4K +5,422 +17%
Natixis Advisors
203
Natixis Advisors
Massachusetts
$612K -$2.2K -150 -0.4%
HSBC Holdings
204
HSBC Holdings
United Kingdom
$598K -$193K -13,178 -27%
CCM
205
Cupps Capital Management
Illinois
$596K +$530K +36,164 New
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$573K +$510K +34,790 New
AG
207
Aperio Group
California
$564K -$488K -33,294 Closed
KeyBank National Association
208
KeyBank National Association
Ohio
$555K -$6.77K -462 -1%
CAM
209
Capstone Asset Management
Texas
$548K -$341K -23,240 -41%
BIM
210
BRC Investment Management
Colorado
$545K +$484K +33,030 New
SCM
211
Shelton Capital Management
Colorado
$521K -$13K -886 -3%
MCM
212
Marathon Capital Management
Maryland
$519K
ZIM
213
Zacks Investment Management
Illinois
$513K +$456K +31,136 New
WAM
214
World Asset Management
Michigan
$469K -$67.8K -4,624 -14%
USAA
215
United Services Automobile Association
Texas
$445K +$396K +27,000 New
FA
216
FMA Advisory
Pennsylvania
$433K -$42.1K -2,870 -10%
TH
217
Timber Hill
Connecticut
$431K +$383K +26,126 New
SMDAM
218
Sumitomo Mitsui DS Asset Management
Japan
$412K -$366K -25,000 -50%
DADC
219
D.A. Davidson & Co
Montana
$410K +$48.6K +3,320 +15%
GT
220
Glenmede Trust
Pennsylvania
$407K -$148K -10,126 -29%
BPBT
221
Boston Private Bank & Trust
Massachusetts
$396K
JIC
222
Johnson Investment Counsel
Ohio
$389K
WIS
223
Wright Investors Service
Connecticut
$388K +$344K +23,504 New
WT
224
Wilmington Trust
Delaware
$380K -$26.4K -1,800 -7%
AB
225
Amalgamated Bank
New York
$376K +$334K +22,790 New