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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
326
Dynamic Capital Management
Jersey
$656K +$630K +13,554 New
PFPT
327
Pinnacle Financial Partners (Tennessee)
Tennessee
$649K – – –
PWM
328
Perigon Wealth Management
California
$645K – – –
GLA
329
Great Lakes Advisors
Illinois
$635K -$19.1K -410 -3%
AP
330
Atwood & Palmer
Missouri
$619K -$3.91K -84 -0.7%
Janney Montgomery Scott
331
Janney Montgomery Scott
Pennsylvania
$612K -$5.21K -112 -0.9%
Allianz Asset Management
332
Allianz Asset Management
Germany
$604K -$133K -2,864 -19%
CT
333
Coastline Trust
Rhode Island
$595K – – –
RFA
334
Reilly Financial Advisors
California
$590K +$86.8K +1,866 +18%
RCWMU
335
Rothschild & Co Wealth Management (UK)
United Kingdom
$583K +$561K +12,056 New
BBA
336
BLB&B Advisors
Pennsylvania
$581K – – –
FMBTD
337
First Midwest Bank Trust Division
Illinois
$573K -$1.03M -22,080 -65%
AB
338
Amalgamated Bank
New York
$570K -$10.6K -228 -2%
LSA
339
L & S Advisors
California
$557K +$535K +11,516 New
HCA
340
Harbour Capital Advisors
Virginia
$544K +$72.1K +1,550 +16%
OC
341
Oppenheimer & Co
New York
$538K +$12.5K +268 +2%
PAM
342
PartnerRe Asset Management
Connecticut
$532K +$2.05K +44 +0.4%
GAM
343
Gould Asset Management
California
$517K – – –
Thrivent Financial for Lutherans
344
Thrivent Financial for Lutherans
Minnesota
$515K +$4.65K +100 +0.9%
WAM
345
Weatherly Asset Management
California
$510K -$44.7K -962 -8%
QBFM
346
QS Batterymarch Financial Management
New York
$508K -$21.5K -462 -4%
HH
347
Hilltop Holdings
Texas
$505K +$63.3K +1,362 +15%
SGH
348
Schonfeld Group Holdings
New York
$490K +$470K +10,118 New
AAM
349
Advisors Asset Management
Colorado
$473K -$83.9K -1,804 -16%
BCM
350
Brookstone Capital Management
Illinois
$463K +$1.86K +40 +0.4%