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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$884K +$5.1K +220 +0.6%
LFAS
52
Level Four Advisory Services
Texas
$812K -$48.1K -2,074 -6%
ClearBridge Investments
53
ClearBridge Investments
New York
$807K -$58K -2,500 -7%
Geode Capital Management
54
Geode Capital Management
Massachusetts
$798K +$20.7K +894 +3%
S
55
SimplyRich
California
$787K +$771K +33,212 New
FCH
56
Freestone Capital Holdings
Washington
$621K +$29.7K +1,280 +5%
RJT
57
Raymond James Trust
Florida
$583K -$18.2K -786 -3%
VCA
58
Verdence Capital Advisors
Maryland
$564K +$552K +23,807 New
FA
59
FDx Advisors
Illinois
$535K -$182K -7,843 -26%
William Blair & Company
60
William Blair & Company
Illinois
$525K -$16.1K -694 -3%
GT
61
Greenleaf Trust
Michigan
$522K
M&T Bank
62
M&T Bank
New York
$430K -$85.7K -3,696 -17%
UBS Group
63
UBS Group
Switzerland
$429K -$2K -86 -0.5%
Acadian Asset Management
64
Acadian Asset Management
Massachusetts
$418K +$409K +17,637 New
CSS
65
Cubist Systematic Strategies
Connecticut
$386K +$378K +16,287 New
HC
66
Henshaw Capital
Massachusetts
$380K
LMGAM
67
Liberty Mutual Group Asset Management
Massachusetts
$380K +$161K +6,938 +76%
CII
68
Capital International Inc
California
$367K +$360K +15,500 New
US Bancorp
69
US Bancorp
Minnesota
$363K +$31.2K +1,345 +10%
AG
70
Advisor Group
Arizona
$328K +$37.3K +1,609 +13%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$311K +$10.4K +448 +4%
AssetMark Inc
72
AssetMark Inc
California
$310K +$303K +13,081 +118,918%
TAM
73
Todd Asset Management
Kentucky
$305K +$9.07K +391 +3%
Principal Financial Group
74
Principal Financial Group
Iowa
$284K -$46.4K -2,000 -14%
QCMC
75
Quantum Capital Management (California)
California
$264K -$5.89K -254 -2%