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Name Holding Trade Value Shares
Change
Change in
Stake
UPC
526
Utah Peaks Capital
Utah
$269K +$284K +1,291 New
AO
527
Advisor OS
Illinois
$268K +$30.5K +139 +12%
WHG
528
Westwood Holdings Group
Texas
$266K +$1.1K +5 +0.4%
MG
529
Mather Group
Illinois
$263K -$63.9K -291 -19%
CCG
530
Chatham Capital Group
Georgia
$260K
LFM
531
LGT Fund Management
Liechtenstein
$260K
Cerity Partners
532
Cerity Partners
New York
$257K +$1.76K +8 +0.7%
APIM
533
Agate Pass Investment Management
Washington
$253K
SGI
534
Summit Global Investments
Utah
$252K +$266K +1,210 New
NP
535
NorthRock Partners
Minnesota
$251K -$23.9K -109 -8%
WMC
536
Westwood Management Corporation
Illinois
$250K
MSR
537
Main Street Research
Connecticut
$250K
Walleye Capital
538
Walleye Capital
New York
$247K +$261K +1,187 New
CG
539
Caprock Group
Idaho
$243K -$6.59K -30 -3%
DP
540
DDD Partners
Washington
$242K
CNC
541
Canandaigua National Corp
New York
$236K +$659 +3 +0.3%
Brown Advisory
542
Brown Advisory
Maryland
$231K +$439 +2 +0.2%
IIC
543
Ironwood Investment Counsel
Arizona
$231K +$439 +2 +0.2%
SFA
544
Sequoia Financial Advisors
Ohio
$230K +$242K +1,103 New
RG
545
Rathbones Group
United Kingdom
$229K
SPA
546
Sherbrooke Park Advisers
New York
$229K +$242K +1,100 New
Lido Advisors
547
Lido Advisors
California
$222K -$16.7K -76 -7%
MA
548
MBA Advisors
Pennsylvania
$221K
VIA
549
Vident Investment Advisory
Georgia
$216K +$228K +1,040 New
PNC
550
Park National Corp
Ohio
$215K +$220 +1 +0.1%