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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
Stockman Wealth Management
Montana
$853K
SMC
452
Smith, Moore & Co
Missouri
$849K -$13.5K -217 -1%
ESCM
453
Echo Street Capital Management
New York
$845K +$892K +14,379 New
DAS
454
Dynamic Advisor Solutions
Arizona
$838K +$347K +5,588 +64%
FSC
455
Full Sail Capital
Oklahoma
$837K +$12.2K +197 +1%
CM
456
Castleark Management
Illinois
$835K -$298K -4,800 -25%
SMH
457
Sanders Morris Harris
Texas
$835K
HJGA
458
Hardman Johnston Global Advisors
Connecticut
$831K
AFG
459
American Financial Group
Ohio
$823K
SACTSONJ
460
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$823K
B
461
Bellecapital
Switzerland
$822K +$36.7K +591 +4%
TNA
462
True North Advisors
Texas
$822K +$112K +1,800 +15%
BMSSC
463
B. Metzler seel. Sohn & Co
Germany
$819K -$502K -8,100 -37%
HFS
464
Howard Financial Services
Texas
$804K
CTC
465
Central Trust Company
Missouri
$802K +$9.12K +147 +1%
OIA
466
OneDigital Investment Advisors
Kansas
$793K -$21.4K -345 -2%
PFG
467
PAX Financial Group
Texas
$790K -$98.7K -1,591 -11%
MMG
468
Monetary Management Group
Missouri
$789K -$124K -2,000 -13%
VAS
469
Vestmark Advisory Solutions
Massachusetts
$786K -$252K -4,055 -23%
EM
470
ELCO Management
New York
$786K -$930 -15 -0.1%
PS
471
Presima Securities
Quebec, Canada
$784K
VWA
472
V Wealth Advisors
Kansas
$784K +$64K +1,032 +8%
FM
473
Foster & Motley
Ohio
$779K -$52K -838 -6%
ASN
474
Advisory Services Network
Georgia
$779K +$682 +11 +0.1%
SP
475
Symmetry Partners
Connecticut
$779K +$128K +2,071 +19%