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Name Holding Trade Value Shares
Change
Change in
Stake
FM
76
Forward Management
California
$250K +$269K +4,000 New
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$239K +$189K +2,811 +277%
RBC
78
Ronald Blue & Co
Georgia
$229K -$41.2K -614 -14%
SC
79
Saturna Capital
Washington
$206K -$67.2K -1,000 -23%
LNWWM
80
Laird Norton Wetherby Wealth Management
California
$205K -$9.4K -140 -4%
AL
81
Airain Ltd
Guernsey
$203K +$218K +3,253 New
CIS
82
Capital International Sarl
California
$181K -$148K -2,200 -43%
PTA
83
Pear Tree Advisors
Massachusetts
$150K
US Bancorp
84
US Bancorp
Minnesota
$124K -$18.1K -270 -12%
TWI
85
Thomas White International
Illinois
$89K -$711K -10,586 -88%
Creative Planning
86
Creative Planning
Kansas
$64K +$35.7K +531 +109%
AIG
87
American International Group
New York
$43.6K +$3.36K +50 +8%
CBOA
88
Commonwealth Bank of Australia
Australia
$25K
MFS
89
MSI Financial Services
Massachusetts
$19K +$20.8K +310 New
EFSCE
90
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$1.21K +18 +8%
Bessemer Group
91
Bessemer Group
New Jersey
$13K +$14.1K +210 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$12K +$11.4K +170 +586%
BKA
93
Brick & Kyle Associates
Pennsylvania
$11K
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$11K
GT
95
Glenmede Trust
Pennsylvania
$5K +$5.58K +83 New
FPFS
96
First Personal Financial Services
North Carolina
$4K
CFG
97
CKW Financial Group
Hawaii
$3K
S
98
SignatureFD
Georgia
$3K
CS
99
Credential Securities
$1.56K
CPIG
100
Chicago Partners Investment Group
Illinois
$1K