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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
DTL
176
Dynamic Technology Lab
Singapore
$537K +$524K +7,907 New
CGT
177
Capital Guardian Trust
California
$535K
BPA
178
Beacon Pointe Advisors
California
$526K
BAM
179
Blueshift Asset Management
New Jersey
$521K -$641K -9,674 -56%
LNWWM
180
Laird Norton Wetherby Wealth Management
California
$494K -$6.49K -98 -1%
IG
181
ING Group
Netherlands
$478K -$817K -12,338 -64%
WAM
182
World Asset Management
Michigan
$467K -$26.9K -406 -6%
CB
183
Community Bank
New York
$445K +$434K +6,549 New
BDWM
184
Brewin Dolphin Wealth Management
Ireland
$425K
AI
185
Atria Investments
North Carolina
$413K +$390K +5,894 New
SPC
186
Sigma Planning Corp
Michigan
$405K +$927 +14 +0.2%
DIM
187
DC Investments Management
Virginia
$399K +$128K +1,934 +49%
Commonwealth Equity Services
188
Commonwealth Equity Services
Massachusetts
$390K +$62.1K +938 +20%
CCA
189
Checchi Capital Advisers
California
$389K +$21.4K +323 +6%
CA
190
Commerzbank Aktiengesellschaft
Germany
$387K -$28.4K -429 -7%
UH
191
Unigestion Holding
Switzerland
$380K +$371K +5,600 New
US Bancorp
192
US Bancorp
Minnesota
$374K +$16K +241 +5%
CA
193
Cetera Advisors
Colorado
$373K
Stifel Financial
194
Stifel Financial
Missouri
$363K +$85.9K +1,298 +32%
Creative Planning
195
Creative Planning
Kansas
$360K +$19.2K +290 +6%
FBFS
196
First Business Financial Services
Wisconsin
$355K +$346K +5,220 New
JMPWA
197
JP Morgan Private Wealth Advisors
California
$349K +$66.3K +1,001 +24%
BOPW
198
Brandywine Oak Private Wealth
Pennsylvania
$342K -$36.3K -548 -10%
FHB
199
First Hawaiian Bank
Hawaii
$334K -$331 -5 -0.1%
BFS
200
Bradley Foster & Sargent
Connecticut
$334K