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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
AP
201
Advisor Partners
California
$764K -$1.5K -15 -0.2%
S
202
SimplyRich
California
$739K
GT
203
Greenleaf Trust
Michigan
$696K
BDWM
204
Brewin Dolphin Wealth Management
Ireland
$692K
VCM
205
Virtue Capital Management
Tennessee
$690K +$78K +778 +13%
Schroder Investment Management Group
206
Schroder Investment Management Group
United Kingdom
$671K -$795K -7,936 -55%
BAM
207
Burgundy Asset Management
Ontario, Canada
$665K
BFM
208
Boothbay Fund Management
New York
$646K +$28.6K +285 +5%
GC
209
Gilbert & Cook
Iowa
$619K +$16.2K +162 +3%
TI
210
Trexquant Investment
Connecticut
$614K -$105K -1,049 -15%
FBFS
211
First Business Financial Services
Wisconsin
$554K +$35.2K +351 +7%
Balyasny Asset Management
212
Balyasny Asset Management
Illinois
$548K +$271K +2,702 +107%
1WA
213
180 Wealth Advisors
Washington
$534K -$9.02K -90 -2%
CCA
214
Checchi Capital Advisers
California
$525K +$18.3K +183 +4%
IG
215
ING Group
Netherlands
$518K -$440K -4,392 -47%
BFS
216
Bradley Foster & Sargent
Connecticut
$514K
UIM
217
USS Investment Management
United Kingdom
$513K
Lido Advisors
218
Lido Advisors
California
$512K -$21.2K -212 -4%
JMPWA
219
JP Morgan Private Wealth Advisors
California
$511K +$15.5K +155 +3%
SBF
220
Sara-Bay Financial
Florida
$508K +$489K +4,874 New
WSCM
221
Wellington Shields Capital Management
New York
$496K
GAM
222
Griffin Asset Management
New York
$495K +$9.52K +95 +2%
RWM
223
Ritholtz Wealth Management
New York
$492K -$401 -4 -0.1%
HNW
224
High Note Wealth
Minnesota
$489K
O
225
Ossiam
France
$485K -$142K -1,417 -25%