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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
326
Dynamic Capital Management
Jersey
$1.05M +$374K +7,192 +51%
AT
327
Arden Trust
Delaware
$1.02M -$10.4K -199 -0.9%
EGM
328
Engineers Gate Manager
New York
$1.02M +$1.08M +20,707 New
FAB
329
First American Bank
Illinois
$1.01M
William Blair & Company
330
William Blair & Company
Illinois
$990K +$97.2K +1,868 +10%
1SB
331
1ST Source Bank
Indiana
$985K -$16K -308 -2%
UCFA
332
United Capital Financial Advisors
Texas
$982K +$1.04M +20,015 New
IA
333
Icon Advisers
Colorado
$981K
SIC
334
Shoker Investment Counsel
Ohio
$962K -$70.2K -1,350 -6%
V
335
Veritable
Delaware
$954K +$73.4K +1,411 +8%
JMPWA
336
JP Morgan Private Wealth Advisors
California
$948K +$457K +8,783 +83%
RJT
337
Raymond James Trust
Florida
$928K -$11.1K -213 -1%
NB
338
Norinchukin Bank
Japan
$922K +$312K +5,996 +47%
CI
339
Capital International
California
$912K -$879K -16,900 -48%
WBC
340
Westpac Banking Corp
Australia
$909K -$146K -2,800 -13%
Janney Montgomery Scott
341
Janney Montgomery Scott
Pennsylvania
$907K -$41.5K -798 -4%
SW
342
SVB Wealth
Massachusetts
$907K +$963K +18,500 New
PI
343
Putnam Investments
Massachusetts
$906K -$273K -5,255 -22%
CWM
344
Confluence Wealth Management
Oregon
$901K -$611K -11,741 -39%
LOAMS
345
Lombard Odier Asset Management (Switzerland)
Switzerland
$882K -$973K -18,709 -51%
Schroder Investment Management Group
346
Schroder Investment Management Group
United Kingdom
$875K +$252K +4,850 +37%
ZIM
347
Zacks Investment Management
Illinois
$868K +$921K +17,706 New
JHIU
348
Janus Henderson Investors US
Colorado
$834K -$760K -14,600 -46%
CI
349
Clal Insurance
Israel
$825K +$869K +16,700 New
Creative Planning
350
Creative Planning
Kansas
$816K +$50.9K +978 +6%