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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
301
Source Financial Advisors
New York
$218K +$503 +8 +0.2%
V
302
Veritable
Delaware
$216K – – –
N
303
Natixis
France
$213K +$219K +3,485 New
CS
304
Candriam SCA
Luxembourg
$201K – – –
PSUF
305
People's United Financial
Connecticut
$198K – – –
CFO
306
Collective Family Office
Pennsylvania
$195K +$201K +3,200 New
LCM
307
Liberty Capital Management
Michigan
$181K – – –
JWCA
308
J.W. Cole Advisors
Florida
$177K +$2.2K +35 +1%
RIM
309
Redpoint Investment Management
Australia
$174K – – –
Federated Hermes
310
Federated Hermes
Pennsylvania
$174K +$2.7K +43 +2%
Brown Advisory
311
Brown Advisory
Maryland
$174K +$168K +2,673 +1,485%
BAM
312
Blueshift Asset Management
New Jersey
$173K +$179K +2,841 New
PL
313
Plancorp LLC
Missouri
$169K – – –
PCA
314
Personal Capital Advisors
California
$168K -$64.4K -1,025 -27%
OC
315
Oppenheimer & Co
New York
$168K +$1.13K +18 +0.7%
JIC
316
Joel Isaacson & Co
New York
$166K – – –
SI
317
Stephens Inc
Arkansas
$162K +$63 +1 +0%
GAG
318
GM Advisory Group
New York
$160K – – –
ESCM
319
Echo Street Capital Management
New York
$157K -$404K -6,421 -71%
IRF
320
IBM Retirement Fund
New York
$156K – – –
BP
321
BBR Partners
New York
$155K +$377 +6 +0.2%
XF
322
XML Financial
Maryland
$154K -$1.07K -17 -0.7%
CCM
323
Copeland Capital Management
Pennsylvania
$154K – – –
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
$153K – – –
CCA
325
Checchi Capital Advisers
California
$153K +$1.7K +27 +1%