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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
326
Bartlett & Co Wealth Management
Ohio
$647K -$28.5K -150 -4%
BC
327
Bartlett & Co
Ohio
$647K -$28.5K -150 -4%
AAM
328
Azzad Asset Management
Virginia
$643K +$17.3K +91 +3%
SWM
329
Segment Wealth Management
Texas
$642K
William Blair & Company
330
William Blair & Company
Illinois
$631K +$21.5K +113 +4%
SSA
331
Schonfeld Strategic Advisors
New York
$625K +$596K +3,134 New
TCA
332
Tortoise Capital Advisors
Kansas
$617K -$3.04K -16 -0.5%
SI
333
Sapience Investments
California
$616K -$1.53M -8,070 -72%
ARMT
334
Amica Retiree Medical Trust
Rhode Island
$614K
LPL Financial
335
LPL Financial
California
$611K +$104K +547 +22%
PC
336
Permanens Capital
New York
$608K +$266K +1,400 +85%
MOS
337
MGO One Seven
Ohio
$604K -$16.5K -87 -3%
MML Investors Services
338
MML Investors Services
Massachusetts
$597K +$40.3K +212 +8%
Stifel Financial
339
Stifel Financial
Missouri
$586K +$40.5K +213 +8%
DT
340
Diversified Trust
Tennessee
$578K -$128K -671 -19%
KeyBank National Association
341
KeyBank National Association
Ohio
$563K +$20K +105 +4%
Bank Julius Baer & Co
342
Bank Julius Baer & Co
Switzerland
$558K +$190 +1 +0%
GP
343
Geneva Partners
Wisconsin
$558K +$532K +2,800 New
IRF
344
IBM Retirement Fund
New York
$556K +$65.8K +346 +14%
AP
345
Advisor Partners
California
$550K -$3.8K -20 -0.7%
CI
346
Cigna Investments
Connecticut
$536K +$48.1K +253 +10%
AWM
347
Avior Wealth Management
Nebraska
$536K +$93.7K +493 +22%
BMM
348
Buffington Mohr McNeal
Idaho
$533K
LNWWM
349
Laird Norton Wetherby Wealth Management
California
$524K +$199K +1,047 +66%
SP
350
Symmetry Partners
Connecticut
$520K