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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$513K +$11.3K +49 +2%
AP
202
Advisor Partners
California
$506K -$145K -629 -23%
QIM
203
Quantitative Investment Management
Virginia
$492K +$479K +2,070 New
AP
204
Atwood & Palmer
Missouri
$488K – – –
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$487K +$94.8K +410 +25%
EGM
206
Engineers Gate Manager
New York
$482K +$135K +582 +40%
Acadian Asset Management
207
Acadian Asset Management
Massachusetts
$479K +$348K +1,507 +292%
Baird Financial Group
208
Baird Financial Group
Wisconsin
$469K +$456K +1,972 New
IA
209
IndexIQ Advisors
New York
$464K +$45.1K +195 +11%
TAM
210
Tocqueville Asset Management
New York
$464K +$173K +750 +63%
HCM
211
HMS Capital Management
Tennessee
$438K +$426K +1,841 New
UBS Group
212
UBS Group
Switzerland
$435K +$90.4K +391 +27%
VI
213
Versor Investments
New York
$429K +$417K +1,802 New
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$427K +$15.3K +66 +4%
SCM
215
Shelton Capital Management
Colorado
$411K – – –
BCM
216
Bridgeway Capital Management
Texas
$405K – – –
KBC Group
217
KBC Group
Belgium
$401K – – –
TCM
218
Teza Capital Management
Illinois
$401K +$389K +1,683 New
PAMS
219
Pictet Asset Management (Switzerland)
Switzerland
$396K +$384K +1,663 New
BRWA
220
B. Riley Wealth Advisors
Florida
$378K +$366K +1,585 New
KeyBank National Association
221
KeyBank National Association
Ohio
$370K -$328K -1,418 -48%
KFP
222
KMG Fiduciary Partners
Ohio
$365K – – –
Mackenzie Financial
223
Mackenzie Financial
Ontario, Canada
$360K +$349K +1,511 New
AA
224
ALPS Advisors
Colorado
$359K +$349K +1,510 New
GCP
225
GSA Capital Partners
United Kingdom
$356K +$346K +1,497 New