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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
701
Ashfield Capital Partners
California
$268K
GBBWRPM
702
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$267K +$5.56K +230 +2%
EWA
703
EP Wealth Advisors
California
$263K +$246K +10,201 New
IFWM
704
Institute for Wealth Management
Colorado
$261K -$138K -5,702 -36%
DSI
705
Daiwa SB Investments
Japan
$261K -$33.6K -1,390 -12%
PL
706
Perpetual Ltd
Australia
$261K
IAA
707
Independent Advisor Alliance
North Carolina
$260K +$252K +10,418 New
CT
708
Cambridge Trust
Massachusetts
$257K +$19.3K +800 +9%
AIM
709
Anchor Investment Management
South Carolina
$257K -$2.78K -115 -1%
TPWA
710
TRUE Private Wealth Advisors
Oregon
$251K -$2.37K -98 -1%
BFM
711
Boothbay Fund Management
New York
$250K -$305K -12,614 -57%
VAM
712
Verity Asset Management
North Carolina
$243K +$228K +9,447 New
ECM
713
Estabrook Capital Management
New York
$242K
Barrow, Hanley, Mewhinney & Strauss
714
Barrow, Hanley, Mewhinney & Strauss
Texas
$237K -$26K -1,076 -10%
WB
715
Webster Bank
Connecticut
$236K
SBH
716
Segall Bryant & Hamill
Illinois
$235K +$3.77K +156 +2%
VF
717
Virtu Financial
New York
$233K -$642K -26,593 -75%
TC
718
Truvestments Capital
Florida
$233K +$459 +19 +0.2%
MCM
719
McKinley Capital Management
Alaska
$232K -$1.01K -42 -0.5%
BRM
720
Boston Research & Management
Massachusetts
$228K
PCG
721
Private Capital Group
Connecticut
$227K +$5.92K +245 +3%
CCM
722
Compton Capital Management
Rhode Island
$226K -$7.25K -300 -3%
BJL
723
Brighton Jones LLC
Washington
$226K -$3.62K -150 -2%
WS
724
Wedbush Securities
California
$225K -$16.1K -667 -7%
CIA
725
Choate Investment Advisors
Massachusetts
$225K +$211K +8,718 New