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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
126
World Asset Management
Michigan
$2.5M -$624K -14,631 -20%
UCFA
127
United Capital Financial Advisors
Texas
$2.44M +$2.07M +48,537 +686%
AG
128
Aperio Group
California
$2.43M -$1.58M -36,931 Closed
FAB
129
First American Bank
Illinois
$2.37M +$63.4K +1,486 +3%
William Blair & Company
130
William Blair & Company
Illinois
$2.28M +$50.8K +1,190 +2%
Dimensional Fund Advisors
131
Dimensional Fund Advisors
Texas
$2.28M +$502K +11,765 +29%
PWS
132
Peloton Wealth Strategists
Indiana
$2.26M -$151K -3,533 -6%
TC
133
Taylor Cottrill
New Hampshire
$2.17M -$443K -10,384 -17%
CFA
134
Camarda Financial Advisors
Florida
$2.09M +$2.03M +47,617 New
HAM
135
Highstreet Asset Management
Ontario, Canada
$2.08M -$5.72M -133,937 -74%
RG
136
Rathbones Group
United Kingdom
$2.07M -$125K -2,932 -6%
SCA
137
SAC Capital Advisors
Connecticut
$2.02M +$1.76M +41,241 +849%
GI
138
Gradient Investments
Minnesota
$1.9M +$260K +6,084 +16%
AIG
139
American International Group
New York
$1.89M +$1.66K +39 +0.1%
Wells Fargo
140
Wells Fargo
California
$1.85M -$662K -15,519 -27%
CIM
141
CenturyLink Investment Management
Colorado
$1.83M +$484K +11,343 +37%
PP
142
Paloma Partners
Connecticut
$1.76M +$1.23M +28,874 +259%
HighTower Advisors
143
HighTower Advisors
Illinois
$1.74M +$1.18M +27,567 +228%
LAM
144
Lingohr Asset Management
Germany
$1.72M -$1.28M -30,022 -43%
MME
145
Meag Munich Ergo
Germany
$1.71M – – –
DAS
146
Dynamic Advisor Solutions
Arizona
$1.69M +$1.65M +38,556 New
RB
147
Rodgers Brothers
Pennsylvania
$1.59M +$85 +2 +0%
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$1.52M +$812K +19,018 +121%
SCM
149
Stevens Capital Management
Pennsylvania
$1.44M +$1.4M +32,719 New
Jones Financial Companies
150
Jones Financial Companies
Missouri
$1.43M +$222K +5,200 +19%