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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
PEA
301
Park Edge Advisors
Ohio
$384K
CPG
302
Cornerstone Planning Group
New Jersey
$374K -$9.34K -60 -3%
Prudential Financial
303
Prudential Financial
New Jersey
$374K -$14.8K -95 -4%
CCM
304
Coldstream Capital Management
Washington
$372K +$21.8K +140 +6%
ICM
305
IMS Capital Management
Oregon
$370K +$363K +2,336 New
DC
306
Davenport & Co
Virginia
$367K -$8.25K -53 -2%
FA
307
Faithward Advisors
Pennsylvania
$364K +$358K +2,300 New
CP
308
Covenant Partners
Tennessee
$362K +$50.6K +325 +17%
SIA
309
Strategic Investment Advisors
Michigan
$361K +$11.4K +73 +3%
SC
310
Savant Capital
Illinois
$361K +$55.4K +356 +18%
FFM
311
Fullerton Fund Management
Singapore
$358K +$352K +2,264 New
PSP
312
Principal Street Partners
Tennessee
$358K
MFIM
313
Mesirow Financial Investment Management
Illinois
$357K -$11.7K -75 -3%
BL
314
Balentine LLC
Georgia
$356K -$1.25K -8 -0.4%
Jones Financial Companies
315
Jones Financial Companies
Missouri
$355K -$7.62K -49 -2%
KJHP
316
K.J. Harrison & Partners
Ontario, Canada
$352K +$23K +148 +7%
AAM
317
Advisors Asset Management
Colorado
$352K +$176K +1,133 +104%
William Blair & Company
318
William Blair & Company
Illinois
$346K +$33.1K +213 +11%
LIC
319
Laurus Investment Counsel
Canada
$332K
SI
320
Stephens Inc
Arkansas
$331K +$3.27K +21 +1%
PP
321
PDS Planning
Ohio
$328K -$4.67K -30 -1%
MOS
322
MGO One Seven
Ohio
$326K -$79.8K -513 -20%
BFEC
323
Benjamin F. Edwards & Company
Missouri
$326K -$5.6K -36 -2%
BIM
324
Bridges Investment Management
Nebraska
$322K
AO
325
Advisor OS
Illinois
$314K +$6.69K +43 +2%