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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
426
Buckingham Strategic Wealth
Missouri
$206K
CLOS
427
Compagnie Lombard Odier SCmA
Switzerland
$206K
SPC
428
Stewart & Patten Company
California
$206K
BDF
429
Balasa Dinverno & Foltz
$204K +$200K +3,876 New
Dodge & Cox
430
Dodge & Cox
California
$202K
Brown Advisory
431
Brown Advisory
Maryland
$200K +$196K +3,796 New
AW
432
Alpha Windward
Massachusetts
$192K -$412 -8 -0.2%
AA
433
Apriem Advisors
California
$184K -$12.7K -246 -7%
WRM
434
Westport Resources Management
Connecticut
$179K -$3.19K -62 -2%
Envestnet Asset Management
435
Envestnet Asset Management
Illinois
$179K +$66.9K +1,298 +62%
GIS
436
Guardian Investor Services
New York
$173K -$5.36K -104 -3%
MFS
437
MSI Financial Services
Massachusetts
$167K -$11.7K -228 -7%
NES
438
New England Securities
New York
$167K +$1.85K +36 +1%
FQ
439
First Quadrant
California
$158K
PMFA
440
Plante Moran Financial Advisors
Michigan
$155K -$19.2K -372 -11%
FNBSF
441
First National Bank Sioux Falls
South Dakota
$155K +$20.6K +400 +16%
TSW
442
Thompson Siegel & Walmsley
Virginia
$148K
TWA
443
TCI Wealth Advisors
Arizona
$143K
GLI
444
Guardian Life Insurance
New York
$138K +$3.3K +64 +2%
AAM
445
Advisors Asset Management
Colorado
$133K
WG
446
Welch Group
Alabama
$127K
JIC
447
Joel Isaacson & Co
New York
$122K -$9.58K -186 -7%
WA
448
Waverly Advisors
Alabama
$119K
TCM
449
Tradewinds Capital Management
Washington
$111K
AC
450
Alexandria Capital
Virginia
$110K +$412 +8 +0.4%