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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
176
Recurrent Investment Advisors
Texas
$424K +$113K +10,400 +26%
Thrivent Financial for Lutherans
177
Thrivent Financial for Lutherans
Minnesota
$423K +$86.3K +7,926 +18%
WAM
178
World Asset Management
Michigan
$416K
Credit Agricole
179
Credit Agricole
France
$385K -$35.1K -3,225 -6%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$356K -$1.92K -176 -0.4%
Manulife (Manufacturers Life Insurance)
181
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$340K -$8.09K -743 -2%
LNWWM
182
Laird Norton Wetherby Wealth Management
California
$329K +$54.6K +5,011 +14%
Osaic Holdings
183
Osaic Holdings
Arizona
$321K +$654K +60,105 New
T2I
184
Turim 21 Investimentos
Brazil
$319K +$419K +38,443 New
AAM
185
Advisors Asset Management
Colorado
$318K -$93K -8,545 -18%
CIBC World Market
186
CIBC World Market
Ontario, Canada
$314K +$413K +37,925 New
SBH
187
Segall Bryant & Hamill
Illinois
$292K
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$291K
Mitsubishi UFJ Asset Management
189
Mitsubishi UFJ Asset Management
Japan
$279K
LCM
190
Landscape Capital Management
New Jersey
$270K +$355K +32,582 New
LPL Financial
191
LPL Financial
California
$266K -$118K -10,869 -25%
LFAS
192
Level Four Advisory Services
Texas
$262K +$1.21K +111 +0.4%
GT
193
Greenleaf Trust
Michigan
$261K +$342K +31,439 New
ECM
194
ExodusPoint Capital Management
New York
$257K +$338K +31,041 New
CCA
195
Checchi Capital Advisers
California
$251K -$46K -4,228 -12%
Mackenzie Financial
196
Mackenzie Financial
Ontario, Canada
$250K +$328K +30,150 New
QP
197
Quilter Plc
United Kingdom
$247K -$102K -9,400 -24%
PMAM
198
Penn Mutual Asset Management
Pennsylvania
$240K
GT
199
Glenmede Trust
Pennsylvania
$232K
MWA
200
Marshall Wace Asia
Hong Kong
$213K +$279K +25,655 New