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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
251
Bellevue Asset Management
Washington
$168K
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$168K +$42.1K +7,214 +36%
CG
253
Caprock Group
Idaho
$167K -$4.72K -809 -3%
AP
254
Advisor Partners
California
$163K -$34.3K -5,891 -18%
PTP
255
Platform Technology Partners
New York
$161K -$48.2K -8,268 -24%
HF
256
HRT Financial
New York
$160K +$151K +25,844 New
IAIM
257
International Assets Investment Management
Florida
$158K -$20.6K -3,530 -12%
CGL
258
Clarius Group LLC
Washington
$158K +$19.7K +3,380 +15%
DHFB
259
Dixon Hubard Feinour & Brown
Virginia
$157K +$20.4K +3,504 +16%
Luther King Capital Management (LKCM)
260
Luther King Capital Management (LKCM)
Texas
$156K -$787K -135,000 -84%
Cerity Partners
261
Cerity Partners
New York
$156K +$85.7K +14,702 +141%
AAS
262
Ameritas Advisory Services
Nebraska
$156K +$146K +25,051 New
GT
263
Glenmede Trust
Pennsylvania
$153K +$571 +98 +0.4%
AIA
264
AIMZ Investment Advisors
California
$151K
CC
265
Cypress Capital
Tennessee
$151K
RJT
266
Raymond James Trust
Florida
$149K +$13.4K +2,297 +11%
ICG
267
InterOcean Capital Group
Tennessee
$141K -$9.85K -1,690 -7%
NAS
268
Nicolet Advisory Services
Wisconsin
$140K -$5.12K -878 -4%
BG
269
Bahl & Gaynor
Ohio
$136K
HAI
270
Hennessy Advisors Inc
California
$135K -$2.65K -455 -2%
FCH
271
Freestone Capital Holdings
Washington
$135K +$5.66K +970 +5%
Vanguard Personalized Indexing Management
272
Vanguard Personalized Indexing Management
California
$134K -$1.26K -217 -1%
AL
273
Aspiriant LLC
California
$129K
PWPS
274
Pinnacle Wealth Planning Services
Ohio
$128K -$5.59K -959 -4%
PAS
275
Park Avenue Securities
New York
$126K +$25.6K +4,387 +28%