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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
201
Kaydan Wealth Management
Michigan
$656K – – –
X
202
Xponance
Pennsylvania
$646K +$54.2K +590 +8%
NHC
203
Nicholas Hoffman & Company
Georgia
$638K +$713K +7,765 New
William Blair & Company
204
William Blair & Company
Illinois
$637K -$4.96K -54 -0.7%
AIMCA
205
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$632K – – –
AFA
206
Abacus FCF Advisors
Florida
$628K +$702K +7,648 New
PCM
207
Polaris Capital Management
Massachusetts
$608K – – –
FFBTD
208
First Financial Bank - Trust Division
Ohio
$607K -$5.78K -63 -0.8%
Bessemer Group
209
Bessemer Group
New Jersey
$599K +$12.5K +136 +2%
DF
210
Donoghue Forlines
Massachusetts
$590K +$87.3K +951 +15%
SI
211
Sapience Investments
California
$588K -$93.8K -1,022 -12%
Connor, Clark & Lunn Investment Management (CC&L)
212
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$586K +$655K +7,132 New
CCP
213
Corient Capital Partners
California
$579K -$1.19K -13 -0.2%
SWA
214
SOA Wealth Advisors
New York
$527K +$19.6K +213 +3%
NEWAS
215
N.E.W. Advisory Services
Wisconsin
$520K -$29.4K -320 -5%
TC
216
Telemus Capital
Michigan
$515K +$54.6K +595 +10%
AA
217
ALPS Advisors
Colorado
$514K +$575K +6,261 New
BEAM
218
Baker Ellis Asset Management
Washington
$504K – – –
TRCT
219
Tower Research Capital (TRC)
New York
$498K -$1.42M -15,504 -72%
SAM
220
Securian Asset Management
Minnesota
$491K – – –
VI
221
Versor Investments
New York
$476K +$532K +5,800 New
UCFA
222
United Capital Financial Advisors
Texas
$475K +$4.22K +46 +0.8%
IAN
223
Integrated Advisors Network
Texas
$468K -$225K -2,451 -30%
CSA
224
Cottage Street Advisors
Massachusetts
$465K +$2.02K +22 +0.4%
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$458K – – –