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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
526
Cypress Asset Management
Texas
$276K – – –
PCA
527
Pallas Capital Advisors
Massachusetts
$275K -$19.8K -90 -7%
UPC
528
Utah Peaks Capital
Utah
$269K +$284K +1,291 New
AO
529
Advisor OS
Illinois
$268K +$30.5K +139 +12%
WHG
530
Westwood Holdings Group
Texas
$266K +$1.1K +5 +0.4%
MG
531
Mather Group
Illinois
$263K -$63.9K -291 -19%
CCG
532
Chatham Capital Group
Georgia
$260K – – –
LFM
533
LGT Fund Management
Liechtenstein
$260K – – –
Cerity Partners
534
Cerity Partners
New York
$257K +$1.76K +8 +0.7%
APIM
535
Agate Pass Investment Management
Washington
$253K – – –
SGI
536
Summit Global Investments
Utah
$252K +$266K +1,210 New
NP
537
NorthRock Partners
Minnesota
$251K -$23.9K -109 -8%
WMC
538
Westwood Management Corporation
Illinois
$250K – – –
MSR
539
Main Street Research
Connecticut
$250K – – –
Walleye Capital
540
Walleye Capital
New York
$247K +$261K +1,187 New
CG
541
Caprock Group
Idaho
$243K -$6.59K -30 -3%
DP
542
DDD Partners
Washington
$242K – – –
CNC
543
Canandaigua National Corp
New York
$236K +$659 +3 +0.3%
Brown Advisory
544
Brown Advisory
Maryland
$231K +$439 +2 +0.2%
IIC
545
Ironwood Investment Counsel
Arizona
$231K +$439 +2 +0.2%
SFA
546
Sequoia Financial Advisors
Ohio
$230K +$242K +1,103 New
RG
547
Rathbones Group
United Kingdom
$229K – – –
SPA
548
Sherbrooke Park Advisers
New York
$229K +$242K +1,100 New
Lido Advisors
549
Lido Advisors
California
$222K -$16.7K -76 -7%
MA
550
MBA Advisors
Pennsylvania
$221K – – –