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Name Holding Trade Value Shares
Change
Change in
Stake
Boston Trust Walden
201
Boston Trust Walden
Massachusetts
$441K – – –
QIM
202
Quantitative Investment Management
Virginia
$432K +$371K +1,527 New
S
203
SimplyRich
California
$428K – – –
Colony Group
204
Colony Group
Massachusetts
$426K +$27.7K +114 +8%
Sit Investment Associates
205
Sit Investment Associates
Minnesota
$425K -$24.3K -100 -6%
VCM
206
Vigilant Capital Management
Maine
$411K – – –
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$411K +$53.3K +219 +18%
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$400K +$343K +1,409 New
PJB
209
Paul John Balson
California
$387K – – –
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$386K +$20.9K +86 +7%
Parallel Advisors
211
Parallel Advisors
California
$376K -$1.46K -6 -0.5%
SCA
212
Summit Creek Advisors
Minnesota
$369K -$973K -4,000 -75%
Eaton Vance Management
213
Eaton Vance Management
Massachusetts
$363K +$40.4K +166 +15%
Prudential plc
214
Prudential plc
United Kingdom
$337K -$128K -525 -31%
Steward Partners Investment Advisory
215
Steward Partners Investment Advisory
New York
$331K +$21.9K +90 +8%
MC
216
Moors & Cabot
Massachusetts
$323K – – –
Robertson Stephens Wealth Management
217
Robertson Stephens Wealth Management
California
$315K – – –
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$312K -$29.4K -121 -10%
BFIC
219
Bedell Frazier Investment Counselling
California
$312K – – –
JWCA
220
J.W. Coons Advisors
Ohio
$312K – – –
Veritable
221
Veritable
Delaware
$308K – – –
TD Private Client Wealth
222
TD Private Client Wealth
New York
$305K -$200K -821 -43%
DSA
223
Droms Strauss Advisors
Missouri
$305K – – –
Allianz Asset Management
224
Allianz Asset Management
Germany
$289K – – –
Anchor Capital Advisors
225
Anchor Capital Advisors
Massachusetts
$288K +$247K +1,017 New