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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$780K +$552K +13,582 +210%
CGH
152
Crossmark Global Holdings
Texas
$776K +$108K +2,653 +16%
BFG
153
Bleakley Financial Group
New Jersey
$762K +$14.3K +352 +2%
SS
154
Simplicity Solutions
Minnesota
$762K +$15K +370 +2%
Squarepoint
155
Squarepoint
New York
$738K +$771K +18,978 New
BSAM
156
Blue Square Asset Management
New York
$707K -$234K -5,763 -24%
CW
157
Connectus Wealth
Ohio
$654K +$683K +16,815 New
EWA
158
Exencial Wealth Advisors
Oklahoma
$628K -$287K -7,070 -30%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$613K -$123K -3,032 -16%
Mariner
160
Mariner
Kansas
$598K +$77.6K +1,912 +14%
LFA
161
Legend Financial Advisors
Pennsylvania
$587K +$613K +15,100 New
CSS
162
Cubist Systematic Strategies
Connecticut
$569K -$125K -3,088 -17%
Envestnet Portfolio Solutions
163
Envestnet Portfolio Solutions
Illinois
$546K +$570K +14,038 New
ZB
164
Zions Bancorporation
Utah
$544K +$125K +3,073 +28%
QC
165
Quadrature Capital
United Kingdom
$543K +$567K +13,968 New
Creative Planning
166
Creative Planning
Kansas
$540K -$3.05K -75 -0.5%
SIA
167
Schechter Investment Advisors
Michigan
$530K +$528 +13 +0.1%
American Century Companies
168
American Century Companies
Missouri
$503K -$88.3K -2,175 -14%
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$494K +$516K +12,710 New
FC
170
FORA Capital
Florida
$475K +$496K +12,210 New
CAM
171
Chou Associates Management
Ontario, Canada
$445K
HFM
172
Hartford Funds Management
Pennsylvania
$439K +$37.8K +932 +9%
Mitsubishi UFJ Asset Management
173
Mitsubishi UFJ Asset Management
Japan
$431K
PA
174
Profund Advisors
Maryland
$423K -$26.1K -642 -6%
LG
175
Leuthold Group
Minnesota
$406K +$106K +2,618 +33%