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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
576
Transamerica Financial Advisors
Florida
$201K +$227K +8,373 New
MA
577
Montag & Associates
Georgia
$201K +$228K +8,400 New
GCM
578
Gables Capital Management
Florida
$197K +$224K +8,246 New
PA
579
Parallel Advisors
California
$186K +$7.79K +287 +4%
Acadian Asset Management
580
Acadian Asset Management
Massachusetts
$181K -$29.1K -1,071 -12%
ASN
581
Advisory Services Network
Georgia
$179K +$101K +3,701 +98%
CIP
582
Convergence Investment Partners
Florida
$171K +$194K +7,130 New
WTB
583
Washington Trust Bank
Washington
$166K +$115K +4,223 +156%
DCM
584
Dupont Capital Management
Delaware
$152K +$49.8K +1,834 +41%
WAM
585
Wealthspire Advisors (Maryland)
Maryland
$149K +$2.8K +103 +2%
ACA
586
Atlas Capital Advisors
Wyoming
$140K +$159K +5,862 New
RCAG
587
Rehmann Capital Advisory Group
Michigan
$140K -$42.4K -1,560 -21%
TCM
588
Tradewinds Capital Management
Washington
$140K +$54.7K +2,015 +53%
MFBTD
589
MB Financial Bank - Trust Department
Illinois
$131K -$2.36K -87 -2%
GWM
590
Geneos Wealth Management
Colorado
$128K -$4.02K -148 -3%
SWM
591
SeaCrest Wealth Management
New York
$125K -$17.9K -660 -11%
FNB
592
Farmers National Bank
Kentucky
$121K +$31.1K +1,146 +29%
HIIFS
593
Harel Insurance Investments & Financial Services
Israel
$120K -$407K -15,000 -75%
CPA
594
Clear Perspective Advisors
Illinois
$120K +$136K +5,000 New
Bessemer Group
595
Bessemer Group
New Jersey
$119K
CLOS
596
Compagnie Lombard Odier SCmA
Switzerland
$116K -$105K -3,881 -45%
LWCFA
597
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K -$14.1K -520 -10%
Coatue Management
598
Coatue Management
New York
$112K +$127K +4,683 New
MI
599
Markston International
New York
$110K
MCM
600
Manchester Capital Management
Vermont
$108K