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Name Holding Trade Value Shares
Change
Change in
Stake
PI
301
Putnam Investments
Massachusetts
$238K -$22.4K -600 -8%
BC
302
Bartlett & Co
Ohio
$237K
SWP
303
Stratos Wealth Partners
Ohio
$232K +$240K +6,406 New
CFA
304
CT Financial Advisors
Pennsylvania
$228K
PA
305
Profund Advisors
Maryland
$227K -$126K -3,364 -35%
CI
306
Conning Inc
Connecticut
$224K -$34.8K -930 -13%
CI
307
Constellation Investments
Ohio
$223K -$7.48K -200 -3%
WSTAM
308
Wilbanks Smith & Thomas Asset Management
Virginia
$222K +$22.9K +612 +11%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$217K +$69.1K +1,846 +44%
NG
310
Northstar Group
New York
$213K
Dodge & Cox
311
Dodge & Cox
California
$210K -$11.2K -300 -5%
HIMC
312
Heritage Investors Management Corp
Maryland
$209K
NRS
313
Neville Rodie & Shaw
New York
$205K
AIP
314
Ameritas Investment Partners
Nebraska
$204K
AP
315
AHL Partners
United Kingdom
$203K +$210K +5,614 New
Stifel Financial
316
Stifel Financial
Missouri
$201K +$9.43K +252 +5%
PAM
317
PartnerRe Asset Management
Connecticut
$188K -$6.58K -176 -3%
CTC
318
Central Trust Company
Missouri
$181K
SIG
319
Schooner Investment Group
Pennsylvania
$177K -$93.5K -2,500 -33%
NCMG
320
NCM Capital Management Group
North Carolina
$168K
EWM
321
Evercore Wealth Management
New York
$160K
AAM
322
Advisors Asset Management
Colorado
$148K -$13.9K -372 -8%
MAM
323
Mizuho Asset Management
Japan
$126K +$32.4K +867 +33%
Creative Planning
324
Creative Planning
Kansas
$119K +$123K +3,291 New
W
325
Wealthfront
California
$117K +$24.1K +644 +25%