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Name Holding Trade Value Shares
Change
Change in
Stake
RJA
151
Raymond James & Associates
Florida
$615K +$216K +6,900 +47%
EP
152
Elkfork Partners
Oregon
$614K
DTL
153
Dynamic Technology Lab
Singapore
$597K +$656K +20,962 New
KA
154
Kaizen Advisory
Illinois
$583K -$123K -3,932 -16%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$581K +$22.6K +722 +4%
Polen Capital Management
156
Polen Capital Management
Florida
$581K +$196K +6,272 +44%
USAA
157
United Services Automobile Association
Texas
$563K +$28K +894 +5%
PMFA
158
Plante Moran Financial Advisors
Michigan
$560K +$2.94K +94 +0.5%
MWM
159
Mission Wealth Management
California
$527K
ZCM
160
Zebra Capital Management
Connecticut
$523K -$85.3K -2,726 -13%
SEI Investments
161
SEI Investments
Pennsylvania
$520K +$130K +4,158 +34%
AG
162
Advisor Group
Arizona
$520K +$219K +7,010 +63%
SSWM
163
Sheets Smith Wealth Management
North Carolina
$515K +$147K +4,690 +35%
Squarepoint
164
Squarepoint
New York
$513K +$563K +18,010 New
GHCM
165
Glen Harbor Capital Management
California
$506K
XK
166
Xact Kapitalforvaltning
Sweden
$495K
PA
167
Profund Advisors
Maryland
$491K -$168K -5,368 -24%
BAM
168
Blueshift Asset Management
New Jersey
$488K +$536K +17,140 New
CGH
169
Crossmark Global Holdings
Texas
$475K -$142K -4,544 -21%
ProShare Advisors
170
ProShare Advisors
Maryland
$473K -$62.3K -1,992 -11%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$459K
BPB
172
Badgley, Phelps & Bell
Washington
$456K
AB
173
Amalgamated Bank
New York
$451K +$278K +8,888 +128%
HR
174
Howe & Rusling
New York
$427K +$468K +14,966 New
PAM
175
Pegasus Asset Management
New York
$423K +$186K +5,950 +67%