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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
501
Shelton Capital Management
Colorado
$221K – – –
Cerity Partners
502
Cerity Partners
New York
$220K +$212K +1,026 New
PP
503
Prudential plc
United Kingdom
$215K +$8.89K +43 +4%
AFG
504
Arkansas Financial Group
Arkansas
$214K – – –
BCM
505
Bridgeway Capital Management
Texas
$214K – – –
PM
506
Parametrica Management
Hong Kong
$214K +$207K +1,000 New
AL
507
Aspiriant LLC
California
$213K -$4.13K -20 -2%
WAM
508
Wealthspire Advisors (Maryland)
Maryland
$212K +$1.86K +9 +0.9%
IH
509
IFC Holdings
Florida
$210K -$39.5K -191 -16%
Fisher Asset Management
510
Fisher Asset Management
Washington
$209K +$202K +979 New
CAM
511
Congress Asset Management
Massachusetts
$207K -$398K -1,925 -67%
GSBTD
512
Glenview State Bank Trust Department
Illinois
$205K +$198K +956 New
GC
513
Grimes & Company
Massachusetts
$204K +$197K +951 New
B
514
Bailard
California
$202K -$24.6K -119 -11%
LOAMS
515
Lombard Odier Asset Management (Switzerland)
Switzerland
$200K +$193K +936 New
DZ Bank
516
DZ Bank
Germany
$191K -$215K -1,042 -54%
NFG
517
Next Financial Group
Texas
$185K +$21.5K +104 +14%
AW
518
Alpha Windward
Massachusetts
$178K – – –
CHP
519
Cable Hill Partners
Oregon
$168K +$94.9K +459 +140%
CLOS
520
Compagnie Lombard Odier SCmA
Switzerland
$164K +$34.1K +165 +28%
CCS
521
Crosspoint Capital Strategies
California
$155K – – –
Northwestern Mutual Wealth Management
522
Northwestern Mutual Wealth Management
Wisconsin
$149K +$26.9K +130 +23%
LC
523
Landaas & Company
Wisconsin
$147K +$142K +686 New
AF
524
Allworth Financial
California
$146K – – –
JFGIW
525
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K +$14.5K +70 +11%