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Name Holding Trade Value Shares
Change
Change in
Stake
CGT
301
Capital Guardian Trust
California
$10K – – –
GAM
302
Gemmer Asset Management
California
$10K – – –
KF
303
Krilogy Financial
Missouri
$10K – – –
TWA
304
TCI Wealth Advisors
Arizona
$10K +$2.5K +33 +36%
PCM
305
Penserra Capital Management
California
$10K +$3.4K +45 +50%
BWP
306
Baldwin Wealth Partners
Massachusetts
$8K – – –
VCM
307
Versant Capital Management
Arizona
$8K +$454 +6 +6%
WCBA
308
Weaver C. Barksdale & Associates
Tennessee
$6K -$2.55M -33,678 -100%
GI
309
Gradient Investments
Minnesota
$6K – – –
BGIM
310
Brandywine Global Investment Management
Pennsylvania
$5K +$4.16K +55 New
MFS
311
MSI Financial Services
Massachusetts
$4K – – –
PCP
312
Proficio Capital Partners
Massachusetts
$4K +$1.29K +17 +63%
S
313
SignatureFD
Georgia
$3K -$757 -10 -21%
CFA
314
Carroll Financial Associates
North Carolina
$3K – – –
HWP
315
Hefty Wealth Partners
Indiana
$3K – – –
TFO
316
Tarbox Family Office
California
$2K – – –
WA
317
Winfield Associates
Ohio
$2K – – –
QI
318
QS Investors
New York
$1K -$4.4M -58,205 -100%
TIM
319
Tortoise Investment Management
New York
$1K – – –
QCG
320
Quadrant Capital Group
Ohio
$1K +$1.82K +24 New
GIM
321
Generation Investment Management
United Kingdom
– -$152M -2,051,330 Closed
IFP
322
Independent Franchise Partners
United Kingdom
– -$118M -1,594,259 Closed
WI
323
WBI Investments
New Jersey
– -$9.61M -129,696 Closed
Two Sigma Investments
324
Two Sigma Investments
New York
– -$8.25M -111,361 Closed
NC
325
Northpointe Capital
Michigan
– -$3M -40,529 Closed