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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
451
Chicago Partners Investment Group
Illinois
$222K +$218K +4,000 New
DCM
452
Donaldson Capital Management
Indiana
$221K -$13.6K -250 -6%
NIC
453
Northwest Investment Counselors
Oregon
$219K – – –
BSW
454
Buckingham Strategic Wealth
Missouri
$218K – – –
SPC
455
Stewart & Patten Company
California
$217K – – –
Brown Advisory
456
Brown Advisory
Maryland
$217K +$5.34K +98 +3%
BCM
457
BlueCrest Capital Management
Jersey
$215K -$1.98M -36,420 -90%
LJAC
458
L.J. Altfest & Co
New York
$215K +$210K +3,858 New
BDF
459
Balasa Dinverno & Foltz
$214K -$2.18K -40 -1%
AW
460
Alpha Windward
Massachusetts
$214K +$10.6K +194 +5%
Dodge & Cox
461
Dodge & Cox
California
$213K – – –
VF
462
Virtu Financial
New York
$212K +$207K +3,806 New
DY
463
Dowling & Yahnke
California
$209K +$205K +3,758 New
Envestnet Asset Management
464
Envestnet Asset Management
Illinois
$208K +$18K +330 +10%
HC
465
Highmount Capital
New York
$208K +$204K +3,750 New
ONB
466
Old National Bancorp
Indiana
$206K +$201K +3,692 New
CC
467
Callan Capital
California
$206K +$201K +3,696 New
JWM
468
Jackson Wealth Management
Florida
$206K +$202K +3,702 New
Schroder Investment Management Group
469
Schroder Investment Management Group
United Kingdom
$204K +$90.8K +1,668 +83%
MFS
470
MSI Financial Services
Massachusetts
$201K +$23.9K +438 +14%
CG
471
Corundum Group
Colorado
$201K +$196K +3,602 New
FBT
472
First Bankers Trust
Kentucky
$200K +$196K +3,600 New
SRAM
473
Stone Ridge Asset Management
New York
$200K +$196K +3,600 New
AA
474
Apriem Advisors
California
$194K – – –
TWA
475
TCI Wealth Advisors
Arizona
$184K +$32.7K +600 +22%