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Name Holding Trade Value Shares
Change
Change in
Stake
NGA
26
Naples Global Advisors
Florida
$1.56M -$15.2K -1,000 -1%
AssetMark Inc
27
AssetMark Inc
California
$1.47M -$137K -9,025 -9%
Natixis Advisors
28
Natixis Advisors
Massachusetts
$1.37M +$507K +33,340 +64%
BCM
29
BTC Capital Management
Iowa
$1.31M +$54.3K +3,575 +5%
FTDI
30
First Trust Direct Indexing
Massachusetts
$1.27M +$8.96K +590 +0.8%
XC
31
XY Capital
Hong Kong
$1.07M +$1.01M +66,260 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$973K +$286K +18,825 +45%
CFM
33
Capricorn Fund Managers
United Kingdom
$870K +$516K +33,970 +169%
GT
34
Greenleaf Trust
Michigan
$834K -$4.25K -280 -0.5%
LNWWM
35
Laird Norton Wetherby Wealth Management
California
$801K -$88.4K -5,815 -10%
API
36
Advisor Partners II
California
$744K +$20.7K +1,365 +3%
Calamos Advisors
37
Calamos Advisors
Illinois
$731K
Cerity Partners
38
Cerity Partners
New York
$717K -$4.94K -325 -0.7%
ERSOT
39
Employees Retirement System of Texas
Texas
$698K
BCI
40
Brinker Capital Investments
Pennsylvania
$693K +$79.4K +5,225 +14%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$668K -$141K -9,285 -18%
SGA
42
Strategic Global Advisors
California
$644K -$2.51K -165 -0.4%
SEI Investments
43
SEI Investments
Pennsylvania
$641K +$36.2K +2,385 +6%
QCM
44
Quantinno Capital Management
New York
$615K +$580K +38,185 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$593K +$6.15K +405 +1%
Vanguard Personalized Indexing Management
46
Vanguard Personalized Indexing Management
California
$582K +$5.55K +365 +1%
Mariner
47
Mariner
Kansas
$522K +$11.2K +740 +2%
S
48
SimplyRich
California
$505K -$22.3K -1,465 -4%
WT
49
Whittier Trust
California
$500K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$497K +$65.4K +4,305 +16%