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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
476
Buckingham Strategic Wealth
Missouri
$333K – – –
WT
477
Whittier Trust
California
$331K -$12.4K -134 -4%
WCF
478
West Coast Financial
California
$331K +$317K +3,410 New
CWP
479
Capital Wealth Planning
Florida
$330K -$12.1K -130 -4%
SEC
480
Seven Eight Capital
New York
$330K +$316K +3,400 New
AIM
481
Acuity Investment Management
Ontario, Canada
$329K – – –
SAM
482
Symphony Asset Management
California
$318K -$111K -1,199 -27%
IMS
483
Index Management Solutions
Pennsylvania
$317K -$8.17K -88 -3%
EB
484
Eastern Bank
Massachusetts
$311K +$6.13K +66 +2%
VNA
485
VNBTrust National Association
Virginia
$301K – – –
CCA
486
Checchi Capital Advisers
California
$301K +$34.8K +375 +14%
YMRC
487
Yorktown Management & Research Company
Virginia
$291K – – –
SGCA
488
Steel Grove Capital Advisors
Tennessee
$291K +$279K +3,000 New
CCA
489
Conestoga Capital Advisors
Pennsylvania
$288K -$46.4K -500 -14%
TIA
490
Tiemann Investment Advisors
California
$285K -$41.7K -449 -13%
First Manhattan
491
First Manhattan
New York
$285K – – –
AP
492
Advisor Partners
California
$283K +$15.7K +169 +6%
CC
493
Cannell & Co
New York
$280K – – –
Verition Fund Management
494
Verition Fund Management
Connecticut
$275K +$264K +2,839 New
PCM
495
Perritt Capital Management
Illinois
$274K – – –
W
496
Wealthfront
California
$273K +$79.8K +859 +44%
CBN
497
Cadence Bank NA
Texas
$263K -$158K -1,700 -38%
MC
498
Maverick Capital
Texas
$263K +$252K +2,710 New
CPS
499
Counsel Portfolio Services
Ontario, Canada
$262K – – –
FPFS
500
First Personal Financial Services
North Carolina
$262K – – –