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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$937K +$153K +3,333 +19%
CG
152
Caprock Group
Idaho
$930K -$94.4K -2,059 -9%
EAM
153
Eagle Asset Management
Florida
$902K +$77.3K +1,685 +9%
SSG
154
Summit Securities Group
New York
$896K +$227K +4,942 +32%
RE
155
RBC Europe
United Kingdom
$878K -$9.13K -199 -1%
CC
156
Courier Capital
New York
$876K +$21K +457 +2%
S
157
SignatureFD
Georgia
$862K +$54.3K +1,183 +6%
MCIM
158
Meadow Creek Investment Management
Georgia
$849K -$8.85K -193 -1%
EVM
159
Eaton Vance Management
Massachusetts
$814K +$35.3K +770 +4%
MIS
160
Morningstar Investment Services
Illinois
$799K +$150K +3,267 +22%
CCM
161
Chickasaw Capital Management
Tennessee
$795K -$8.3K -181 -1%
PA
162
Pinnacle Associates
New York
$790K +$188K +4,109 +30%
Mariner
163
Mariner
Kansas
$776K +$391K +8,531 +96%
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$773K -$301K -6,565 -27%
1WA
165
180 Wealth Advisors
Washington
$758K +$476K +10,370 +155%
EARNEST Partners
166
EARNEST Partners
Georgia
$753K +$54.3K +1,183 +8%
USAA
167
United Services Automobile Association
Texas
$728K +$1.83K +40 +0.2%
IC
168
Intersect Capital
California
$722K -$7.57K -165 -1%
CL
169
CPWM LLC
Washington
$721K -$13.3K -290 -2%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$717K -$787K -17,166 -52%
GQG Partners
171
GQG Partners
Florida
$709K -$7.43K -162 -1%
CAM
172
Claret Asset Management
Quebec, Canada
$699K -$19.3K -421 -3%
MC
173
Moors & Cabot
Massachusetts
$694K +$164K +3,583 +30%
SC
174
Scotia Capital
Ontario, Canada
$693K +$8.99K +196 +1%
CI
175
CAZ Investments
Texas
$684K -$7.11K -155 -1%