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Name Holding Trade Value Shares
Change
Change in
Stake
GT
501
Greenleaf Trust
Michigan
$524K -$1.83K -9 -0.3%
CIP
502
Chartwell Investment Partners
Pennsylvania
$521K -$594K -2,918 -53%
PAM
503
Panagora Asset Management
Massachusetts
$520K -$269K -1,321 -34%
DSC
504
Duncker Streett & Co
Missouri
$518K – – –
SC
505
Saybrook Capital
North Carolina
$509K – – –
CIS
506
Custom Index Systems
New York
$500K +$46.6K +229 +10%
SCA
507
Snowden Capital Advisors
New York
$497K +$117K +577 +31%
LS
508
Livforsakringsbolaget Skandia
Sweden
$494K +$169K +833 +548%
IWC
509
Integrated Wealth Concepts
Massachusetts
$489K +$112K +552 +30%
PGWM
510
Parisi Gray Wealth Management
New Jersey
$489K – – –
SCP
511
Sandhill Capital Partners
New York
$488K – – –
TCM
512
Twin Capital Management
Pennsylvania
$483K +$3.46K +17 +0.7%
JGUA
513
John G. Ullman & Associates
New York
$481K +$6.51K +32 +1%
HWM
514
HB Wealth Management
Georgia
$480K +$25.2K +124 +6%
OIA
515
Optimum Investment Advisors
Illinois
$478K – – –
P
516
&Partners
Tennessee
$478K +$478K +2,350 New
SIG
517
Stonegate Investment Group
Alabama
$474K +$125K +615 +36%
GVAG
518
Great Valley Advisor Group
Delaware
$473K +$473K +2,327 New
VSQM
519
V-Square Quantitative Management
Illinois
$470K -$7.73K -38 -2%
TCA
520
Transcend Capital Advisors
New Jersey
$465K +$181K +889 +64%
IAA
521
Independent Advisor Alliance
North Carolina
$461K +$47.8K +235 +12%
O
522
Ossiam
France
$459K -$385K -1,892 -46%
HIA
523
Harbor Investment Advisory
Maryland
$456K -$23K -113 -5%
WAP
524
Wealthcare Advisory Partners
Pennsylvania
$452K +$56.1K +276 +14%
William Blair Investment Management
525
William Blair Investment Management
Illinois
$451K +$40.1K +197 +10%