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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
351
Creative Planning
Kansas
$124K +$34 +1 +0%
LTFS
352
Ladenburg Thalmann Financial Services
Florida
$112K +$16K +469 +17%
BA
353
BlackRock Advisors
Delaware
$101K -$13.1M -383,633 -99%
Fuller & Thaler Asset Management
354
Fuller & Thaler Asset Management
California
$80K -$120K -3,500 -60%
GGPS
355
Gary Goldberg Planning Services
New York
$76K – – –
First Manhattan
356
First Manhattan
New York
$72K – – –
RI
357
Redwood Investments
Massachusetts
$70K – – –
GIS
358
Guardian Investor Services
New York
$67K -$2.87K -84 -4%
KLWA
359
Kelly Lawrence W & Associates
California
$67K – – –
DBT
360
Dubuque Bank & Trust
Iowa
$66K +$64.8K +1,897 New
CFA
361
Carroll Financial Associates
North Carolina
$63K -$18.3K -536 -23%
WA
362
WealthTrust-Arizona
Arizona
$58K -$1.23K -36 -2%
IMS
363
Index Management Solutions
Pennsylvania
$58K +$18.8K +551 +50%
GLI
364
Guardian Life Insurance
New York
$51K – – –
AAM
365
Advisors Asset Management
Colorado
$49K – – –
SAMC
366
Shinko Asset Management Company
Japan
$40K – – –
W
367
Wealthfront
California
$31K +$16.5K +483 +124%
TC
368
TradeLink Capital
Illinois
$31K +$30.7K +900 New
NIM
369
NuWave Investment Management
New Jersey
$30K +$8.81K +258 +42%
TSW
370
Thompson Siegel & Walmsley
Virginia
$25K -$138K -4,050 -85%
MAM
371
Mizuho Asset Management
Japan
$24K – – –
WEC
372
Winslow Evans & Crocker
Massachusetts
$19.3K +$3.31K +97 +21%
MFS
373
MSI Financial Services
Massachusetts
$19K +$1.26K +37 +7%
Lazard Asset Management
374
Lazard Asset Management
New York
$18K +$18.4K +538 New
GAM
375
Gemmer Asset Management
California
$17K – – –