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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$7.13M +$119K +3,651 +2%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$6.2M -$443K -13,574 -6%
AC
28
Addenda Capital
Quebec, Canada
$6.13M -$946 -29 -0%
LSV Asset Management
29
LSV Asset Management
Illinois
$5.95M -$499K -15,300 -7%
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.68M +$2.95M +90,564 +96%
GHAM
31
Gilman Hill Asset Management
Connecticut
$5.62M +$123K +3,780 +2%
CGH
32
Crossmark Global Holdings
Texas
$5.6M -$6.52K -200 -0.1%
Charles Schwab
33
Charles Schwab
California
$5.45M +$1.15M +35,285 +25%
UBS Group
34
UBS Group
Switzerland
$5.41M -$461K -14,117 -7%
Creative Planning
35
Creative Planning
Kansas
$5.3M +$1.28M +39,243 +30%
SEI Investments
36
SEI Investments
Pennsylvania
$5.2M +$973K +29,832 +21%
AOI
37
Auto-Owners Insurance
Michigan
$5.18M -$15.9M -487,500 -74%
LCM
38
Logan Capital Management
Pennsylvania
$4.83M +$648K +19,871 +15%
AQR Capital Management
39
AQR Capital Management
Connecticut
$4.56M +$1.74M +53,297 +56%
AR
40
Advisory Research
Illinois
$4.46M +$652K +19,972 +16%
AllianceBernstein
41
AllianceBernstein
Tennessee
$4.23M -$555 -17 -0%
Mariner
42
Mariner
Kansas
$4.09M +$289K +8,865 +7%
CIBC World Market
43
CIBC World Market
Ontario, Canada
$3.94M +$90.6K +2,776 +2%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$3.84M -$26.5K -812 -0.6%
MNA
45
Manning & Napier Advisors
New York
$3.84M -$340K -10,433 -8%
LPL Financial
46
LPL Financial
California
$3.76M +$720K +22,069 +22%
CSS
47
Cubist Systematic Strategies
Connecticut
$3.69M +$3.91M +119,859 New
NW
48
NewEdge Wealth
Pennsylvania
$3.68M +$719K +22,027 +23%
Vanguard Personalized Indexing Management
49
Vanguard Personalized Indexing Management
California
$3.66M +$129K +3,969 +3%
EI
50
Ethic Inc
New York
$3.6M +$151K +4,635 +4%