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Polaris
PII

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
401
MCF Advisors
Kentucky
$32K – – –
BRWA
402
B. Riley Wealth Advisors
Florida
$30.4K +$30.9K +233 New
SAMC
403
Shinko Asset Management Company
Japan
$29K -$9.93K -75 -25%
DADC
404
D.A. Davidson & Co
Montana
$27K – – –
QI
405
QS Investors
New York
$26K +$26.5K +200 New
BBHC
406
Brown Brothers Harriman & Co
New York
$20K -$20.3K -153 -50%
GT
407
Glenmede Trust
Pennsylvania
$19K -$61.2K -462 -75%
GAM
408
Gemmer Asset Management
California
$19K – – –
MAM
409
Mizuho Asset Management
Japan
$17K – – –
WCBA
410
Weaver C. Barksdale & Associates
Tennessee
$17K +$2.12K +16 +14%
PCM
411
Prelude Capital Management
New York
$13K +$5.3K +40 +67%
GI
412
Gradient Investments
Minnesota
$13K +$13.2K +100 New
MS
413
Marshall & Sullivan
Washington
$13K +$13.2K +100 New
EFSCE
414
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$5.17K -39 -32%
AW
415
Alpha Windward
Massachusetts
$10K -$397 -3 -4%
HCC
416
Hirtle Callaghan & Co
Pennsylvania
$7K – – –
CFA
417
Carroll Financial Associates
North Carolina
$7K +$3.97K +30 +143%
JFGIW
418
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K – – –
PFSC
419
Peoples Financial Services Corp
Pennsylvania
$5K – – –
NCM
420
Nelson Capital Management
California
$5K +$5.56K +42 New
VAM
421
Visionary Asset Management
Texas
$4K +$4.24K +32 New
MIM
422
Macroview Investment Management
Maryland
$2K – – –
CAW
423
Cornerstone Advisors (Washington)
Washington
$1K – – –
PAS
424
Partnervest Advisory Services
California
$1K – – –
CGM
425
Capital Growth Management
Massachusetts
– -$97.5M -698,000 Closed
15 16
17
18 19