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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Burgundy Asset Management
Ontario, Canada
$803K +$46.3K +437 +6%
YCM
177
Yousif Capital Management
Michigan
$793K -$6.57K -62 -0.9%
Commonwealth Equity Services
178
Commonwealth Equity Services
Massachusetts
$788K -$47.2K -446 -6%
S
179
SimplyRich
California
$775K – – –
HighTower Advisors
180
HighTower Advisors
Illinois
$771K +$5.83K +55 +0.8%
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$766K -$1.59K -15 -0.2%
AT
182
Arden Trust
Delaware
$751K -$20.2K -191 -3%
GT
183
Greenleaf Trust
Michigan
$746K +$15.4K +145 +2%
BDWM
184
Brewin Dolphin Wealth Management
Ireland
$726K – – –
AP
185
Advisor Partners
California
$707K +$34.9K +329 +5%
Baird Financial Group
186
Baird Financial Group
Wisconsin
$703K -$28.1K -265 -4%
APG Asset Management
187
APG Asset Management
Netherlands
$675K -$70.3K -664 -9%
PP
188
PrairieView Partners
Minnesota
$672K +$648K +6,119 New
Creative Planning
189
Creative Planning
Kansas
$669K +$203K +1,919 +46%
SIA
190
Sit Investment Associates
Minnesota
$659K +$636K +6,003 New
MGP
191
Metis Global Partners
California
$655K +$4.98K +47 +0.8%
American Century Companies
192
American Century Companies
Missouri
$642K – – –
PG
193
Pendal Group
Australia
$636K -$3.78M -35,688 -86%
LOAMU
194
Lombard Odier Asset Management (USA)
New York
$636K +$201K +1,898 +49%
BTWM
195
Baker Tilly Wealth Management
Wisconsin
$627K -$12.5K -118 -2%
Vanguard Personalized Indexing Management
196
Vanguard Personalized Indexing Management
California
$615K +$121K +1,142 +26%
CCA
197
Checchi Capital Advisers
California
$605K +$2.01K +19 +0.4%
M
198
Mirova
France
$604K -$204K -1,922 -26%
S
199
SignatureFD
Georgia
$594K +$155K +1,459 +37%
FBFS
200
First Business Financial Services
Wisconsin
$582K – – –