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Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
326
Massachusetts Financial Services
Massachusetts
$682K +$147K +2,486 +28%
WAM
327
Westport Asset Management
Connecticut
$676K – – –
VAS
328
Vestmark Advisory Solutions
Massachusetts
$675K +$187K +3,157 +40%
HTI
329
Hikari Tsushin Inc
Japan
$655K – – –
SW
330
SVB Wealth
Massachusetts
$653K +$25.9K +437 +4%
CL
331
CPWM LLC
Washington
$651K -$137K -2,309 -18%
PA
332
Pinnacle Associates
New York
$644K -$15.2K -257 -2%
Acadian Asset Management
333
Acadian Asset Management
Massachusetts
$643K +$41.4K +700 +7%
ANRIA
334
American National Registered Investment Advisor
Texas
$635K -$4.26K -72 -0.7%
PNC Financial Services Group
335
PNC Financial Services Group
Pennsylvania
$634K -$14.1K -239 -2%
NL
336
NWAM LLC
Washington
$631K +$43.8K +741 +8%
CA
337
Cetera Advisors
Colorado
$631K +$64.9K +1,097 +12%
Cerity Partners
338
Cerity Partners
New York
$620K -$59.2K -1,000 -9%
BRWA
339
B. Riley Wealth Advisors
Florida
$618K +$604K +10,206 New
SCM
340
Southport Capital Management
Tennessee
$617K -$2.42M -40,938 -80%
OQS
341
Occudo Quantitative Strategies
Florida
$617K +$602K +10,172 New
GT
342
Glenmede Trust
Pennsylvania
$608K -$28.4K -480 -5%
USGIU
343
U.S. Global Investors (USGI)
Texas
$606K – – –
BTWM
344
Baker Tilly Wealth Management
Wisconsin
$601K +$95.8K +1,619 +20%
S
345
SignatureFD
Georgia
$599K +$330K +5,586 +130%
GIBU
346
Gulf International Bank (UK)
United Kingdom
$573K -$29.6K -500 -5%
SC
347
Sepio Capital
Utah
$570K +$172K +2,900 +45%
MIM
348
Marco Investment Management
Georgia
$565K – – –
HCM
349
HGI Capital Management
New York
$563K -$12.8K -217 -2%
IAA
350
Ironsides Asset Advisors
North Carolina
$562K +$145K +2,455 +36%