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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
76
Philadelphia International Advisors
Pennsylvania
$834K
SC
77
Saturna Capital
Washington
$828K
AssetMark Inc
78
AssetMark Inc
California
$819K +$787K +13,848 New
CWM
79
Confluence Wealth Management
Oregon
$739K +$710K +12,500 New
JIP
80
Jaffetilchin Investment Partners
Florida
$718K +$316K +5,566 +85%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$664K +$18.4K +323 +3%
Citigroup
82
Citigroup
New York
$659K -$167K -2,935 -21%
FIM
83
Freedom Investment Management
Connecticut
$652K +$275K +4,845 +78%
GA
84
Geneva Advisors
Illinois
$632K +$607K +10,687 New
Ameriprise
85
Ameriprise
Minnesota
$630K +$169K +2,976 +39%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$616K
RBC
87
Ronald Blue & Co
Georgia
$614K -$21.6K -381 -4%
Two Sigma Investments
88
Two Sigma Investments
New York
$599K -$3.81M -67,078 -87%
JMPWA
89
JP Morgan Private Wealth Advisors
California
$597K +$98.3K +1,729 +21%
CCMG
90
Clark Capital Management Group
Pennsylvania
$596K +$52.6K +925 +10%
PP
91
PDT Partners
New York
$582K +$560K +9,848 New
SCM
92
Stevens Capital Management
Pennsylvania
$576K +$195K +3,427 +54%
BF
93
BOK Financial
Oklahoma
$568K +$271K +4,775 +99%
WGCA
94
Wolf Group Capital Advisors
Virginia
$546K
KeyBank National Association
95
KeyBank National Association
Ohio
$545K +$20.2K +355 +4%
AllianceBernstein
96
AllianceBernstein
Tennessee
$544K -$34.1K -600 -6%
LNWWM
97
Laird Norton Wetherby Wealth Management
California
$527K -$31.4K -552 -6%
AHC
98
Anderson Hoagland & Co
Missouri
$527K
HSBC Holdings
99
HSBC Holdings
United Kingdom
$499K -$254K -4,468 -35%
Millennium Management
100
Millennium Management
New York
$495K +$476K +8,369 New