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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
201
Ashfield Capital Partners
California
$575K
RFC
202
Regions Financial Corp
Alabama
$567K -$70.6K -799 -10%
BC
203
Burney Company
Virginia
$562K -$5.74K -65 -0.9%
P
204
Pitcairn
Pennsylvania
$543K -$64.8K -734 -10%
AI
205
Aperture Investors
New York
$535K
PA
206
Profund Advisors
Maryland
$529K -$64.8K -734 -10%
VWM
207
Venturi Wealth Management
Texas
$527K -$35.6K -403 -6%
GT
208
Glenmede Trust
Pennsylvania
$526K -$196K -2,220 -25%
AC
209
Abbrea Capital
California
$520K -$17.7K -200 -3%
SFG
210
SevenBridge Financial Group
Pennsylvania
$500K +$73.7K +835 +16%
TWC
211
TD Waterhouse Canada
Ontario, Canada
$491K -$17.8K -201 -3%
WI
212
WrapManager Inc
California
$487K -$48.8K -553 -8%
CG
213
Caprock Group
Idaho
$486K -$84.5K -957 -14%
SS
214
Simplicity Solutions
Minnesota
$484K -$210K -2,379 -29%
ECM
215
Evergreen Capital Management
Washington
$478K +$19.5K +221 +4%
RWM
216
Ritholtz Wealth Management
New York
$473K -$29.5K -334 -5%
MGWM
217
Marks Group Wealth Management
Minnesota
$471K -$78.8K -892 -13%
NEI
218
Northwest & Ethical Investments
Ontario, Canada
$469K
FAFN
219
First Affirmative Financial Network
Colorado
$456K -$63.3K -717 -11%
Vontobel Holding
220
Vontobel Holding
Switzerland
$455K
EI
221
Ellevest Inc
New York
$454K +$273K +3,093 +124%
QCG
222
Quadrant Capital Group
Ohio
$452K -$40.1K -454 -8%
GKFF
223
George Kaiser Family Foundation
Oklahoma
$452K +$491K +5,562 New
WFI
224
West Family Investments
California
$446K -$39.3K -445 -7%
BPA
225
Beacon Pointe Advisors
California
$444K -$29.7K -336 -6%