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Name Holding Trade Value Shares
Change
Change in
Stake
V
301
Veritable
Delaware
$216K
N
302
Natixis
France
$213K +$219K +3,485 New
CS
303
Candriam SCA
Luxembourg
$201K
PSUF
304
People's United Financial
Connecticut
$198K
CFO
305
Collective Family Office
Pennsylvania
$195K +$201K +3,200 New
LCM
306
Liberty Capital Management
Michigan
$181K
JWCA
307
J.W. Cole Advisors
Florida
$177K +$2.2K +35 +1%
RIM
308
Redpoint Investment Management
Australia
$174K
Federated Hermes
309
Federated Hermes
Pennsylvania
$174K +$2.7K +43 +2%
Brown Advisory
310
Brown Advisory
Maryland
$174K +$168K +2,673 +1,485%
BAM
311
Blueshift Asset Management
New Jersey
$173K +$179K +2,841 New
PL
312
Plancorp LLC
Missouri
$169K
PCA
313
Personal Capital Advisors
California
$168K -$64.4K -1,025 -27%
OC
314
Oppenheimer & Co
New York
$168K +$1.13K +18 +0.7%
JIC
315
Joel Isaacson & Co
New York
$166K
SI
316
Stephens Inc
Arkansas
$162K +$63 +1 +0%
GAG
317
GM Advisory Group
New York
$160K
ESCM
318
Echo Street Capital Management
New York
$157K -$404K -6,421 -71%
IRF
319
IBM Retirement Fund
New York
$156K
BP
320
BBR Partners
New York
$155K +$377 +6 +0.2%
XF
321
XML Financial
Maryland
$154K -$1.07K -17 -0.7%
CCM
322
Copeland Capital Management
Pennsylvania
$154K
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$153K
CCA
324
Checchi Capital Advisers
California
$153K +$1.7K +27 +1%
HAG
325
HighPoint Advisor Group
Illinois
$153K +$6.41K +102 +4%