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Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
326
Fort Washington Investment Advisors
Ohio
$232K
MFG
327
Merit Financial Group
Georgia
$232K
UH
328
Unigestion Holding
Switzerland
$230K +$218K +83 New
FCH
329
Freestone Capital Holdings
Washington
$219K -$2.46M -934 -92%
US Bancorp
330
US Bancorp
Minnesota
$216K +$7.89K +3 +4%
V
331
Veritable
Delaware
$216K +$205K +78 New
CCM
332
Coldstream Capital Management
Washington
$213K -$23.7K -9 -10%
AAM
333
Advisors Asset Management
Colorado
$210K -$116K -44 -37%
FQ
334
First Quadrant
California
$208K +$197K +75 New
PSUF
335
People's United Financial
Connecticut
$208K +$197K +75 New
GAM
336
Gotham Asset Management
New York
$205K +$195K +74 New
IAA
337
Independent Advisor Alliance
North Carolina
$205K +$195K +74 New
WTB
338
Washington Trust Bank
Washington
$194K +$2.63K +1 +1%
CFA
339
Carroll Financial Associates
North Carolina
$190K
Acadian Asset Management
340
Acadian Asset Management
Massachusetts
$155K -$7.89K -3 -5%
AssetMark Inc
341
AssetMark Inc
California
$147K -$60.5K -23 -30%
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$119K -$400K -152 -78%
MIM
343
Macroview Investment Management
Maryland
$119K
GWM
344
Geneos Wealth Management
Colorado
$102K
Lazard Asset Management
345
Lazard Asset Management
New York
$99K -$18.4K -7 -16%
JWA
346
JFS Wealth Advisors
Pennsylvania
$97K
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$89K
CFGS
348
Concourse Financial Group Securities
Alabama
$69K
CFB
349
Cullen/Frost Bankers
Texas
$69K +$65.8K +25 New
FHA
350
Flagship Harbor Advisors
Massachusetts
$66K -$10.5K -4 -14%