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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
201
TD Private Client Wealth
New York
$292K – – –
IA
202
IFP Advisors
Florida
$289K +$15.2K +808 +6%
KWMG
203
King Wealth Management Group
Florida
$287K – – –
UH
204
Unigestion Holding
Switzerland
$282K -$96.7K -5,139 -26%
BAMF
205
BI Asset Management Fondsmaeglerselskab
Denmark
$270K -$1.1M -58,387 -81%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$269K -$8.66K -460 -3%
American Century Companies
207
American Century Companies
Missouri
$261K -$749K -39,781 -75%
NPPM
208
North Point Portfolio Managers
Ohio
$257K – – –
TI
209
Trexquant Investment
Connecticut
$257K +$245K +12,992 New
BA
210
Bridgewater Associates
Connecticut
$257K +$245K +13,000 New
EIP
211
Epoch Investment Partners
New York
$240K -$7.25K -385 -3%
Creative Planning
212
Creative Planning
Kansas
$239K +$38 +2 +0%
FC
213
FORA Capital
Florida
$237K +$225K +11,962 New
TLP
214
Tri Locum Partners
New York
$234K +$222K +11,793 New
CIC
215
Carnegie Investment Counsel
Ohio
$230K -$54.6K -2,900 -20%
VWA
216
Visionary Wealth Advisors
Illinois
$229K -$14.1K -750 -6%
DMIC
217
Dixon Mitchell Investment Counsel
British Columbia, Canada
$218K -$3.4M -180,894 -94%
CG
218
Colony Group
Massachusetts
$210K -$10.9K -579 -5%
AP
219
Advisor Partners
California
$207K +$197K +10,447 New
Baird Financial Group
220
Baird Financial Group
Wisconsin
$206K -$70.4K -3,738 -26%
CCA
221
Cobblestone Capital Advisors
New York
$206K +$196K +10,415 New
GIBU
222
Gulf International Bank (UK)
United Kingdom
$205K -$24.5K -1,300 -11%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$202K -$13.1K -695 -6%
LSV Asset Management
224
LSV Asset Management
Illinois
$201K – – –
AFG
225
Albion Financial Group
Utah
$186K +$177K +9,400 New