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Name Holding Trade Value Shares
Change
Change in
Stake
SCP
176
Stamos Capital Partners
California
$2.12M +$893K +51,500 +79%
FPFS
177
First Personal Financial Services
North Carolina
$2.11M +$159K +9,200 +9%
VAS
178
Vestmark Advisory Solutions
Massachusetts
$2.1M +$359K +20,720 +22%
WCM Investment Management
179
WCM Investment Management
California
$2.06M -$169K -9,740 -8%
OC
180
Optimas Capital
Hong Kong
$2.02M +$1.94M +111,670 New
EARNEST Partners
181
EARNEST Partners
Georgia
$2.02M +$87 +5 +0%
S
182
SignatureFD
Georgia
$1.99M +$132K +7,615 +7%
BS
183
Banco Santander
Spain
$1.95M +$637K +36,750 +52%
YCM
184
Yousif Capital Management
Michigan
$1.92M +$7.8K +450 +0.4%
SI
185
Scharf Investments
California
$1.9M +$636K +36,700 +54%
NW
186
NewEdge Wealth
Pennsylvania
$1.88M +$135K +7,775 +8%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$1.87M +$1.39K +80 +0.1%
BPA
188
Beacon Pointe Advisors
California
$1.86M +$68.6K +3,960 +4%
FFM
189
Forum Financial Management
Illinois
$1.82M +$2.77K +160 +0.2%
FIM
190
Freedom Investment Management
Connecticut
$1.82M -$243K -14,015 -12%
MCCA
191
Mill Creek Capital Advisors
Pennsylvania
$1.81M
NIG
192
NFJ Investment Group
Texas
$1.81M -$42.8K -2,470 -2%
FFA
193
First Foundation Advisors
California
$1.78M -$2.24M -129,505 -57%
Handelsbanken Fonder
194
Handelsbanken Fonder
Sweden
$1.75M +$1.67M +96,355 New
GT
195
Greenleaf Trust
Michigan
$1.74M +$10.7K +620 +0.6%
TC
196
Telemus Capital
Michigan
$1.73M -$35.4K -2,040 -2%
SW
197
SVB Wealth
Massachusetts
$1.72M -$29.5K -1,705 -2%
JAM
198
JCIC Asset Management
Ontario, Canada
$1.67M +$23.1K +1,335 +1%
RWM
199
Ritholtz Wealth Management
New York
$1.63M +$86.7K +5,005 +6%
SFS
200
Stiles Financial Services
Minnesota
$1.6M +$16.9K +975 +1%