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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
151
Independent Advisor Alliance
North Carolina
$420K
TF
152
TIAA FSB
Florida
$409K -$75 -4 -0%
SB
153
Simmons Bank
Arkansas
$397K
NSEDCP
154
NJ State Employees Deferred Compensation Plan
New Jersey
$393K
PA
155
Profund Advisors
Maryland
$378K +$5.21K +276 +1%
UCFA
156
United Capital Financial Advisors
Texas
$353K -$47.9K -2,539 -12%
RFC
157
Regions Financial Corp
Alabama
$351K -$324K -17,200 -49%
CT
158
Caldwell Trust
Florida
$350K +$336K +17,828 New
US Bancorp
159
US Bancorp
Minnesota
$345K -$648K -34,360 -66%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$336K +$322K +17,100 New
DA
161
Duality Advisers
Florida
$334K -$832K -44,145 -72%
DCM
162
Dupont Capital Management
Delaware
$325K -$42.9K -2,273 -12%
SAM
163
Securian Asset Management
Minnesota
$313K -$29.3K -1,553 -9%
PCMC
164
Paragon Capital Management (Colorado)
Colorado
$304K -$3.43K -182 -1%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$301K -$107K -5,681 -27%
CIM
166
CIM Investment Management
Pennsylvania
$298K -$226K -11,967 -44%
CIP
167
Capital Insight Partners
Arizona
$298K
IAM
168
Integre Asset Management
New York
$292K +$18K +956 +7%
HighTower Advisors
169
HighTower Advisors
Illinois
$287K
CWP
170
CFM Wealth Partners
Texas
$284K +$262K +13,906 New
PIA
171
Piedmont Investment Advisors
North Carolina
$281K -$40.6K -2,154 -13%
WT
172
Whittier Trust
California
$280K
Mitsubishi UFJ Trust & Banking
173
Mitsubishi UFJ Trust & Banking
Japan
$267K +$173K +9,200 +210%
Brown Advisory
174
Brown Advisory
Maryland
$262K
Jane Street
175
Jane Street
New York
$262K +$251K +13,312 New