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Name Holding Trade Value Shares
Change
Change in
Stake
LB
301
Legacy Bridge
Iowa
$791K +$702K +4,955 New
WAM
302
World Asset Management
Michigan
$785K -$37.8K -267 -5%
CC
303
Cedar Capital
Illinois
$775K -$39.5K -279 -5%
Neuberger Berman Group
304
Neuberger Berman Group
New York
$775K +$73.4K +518 +12%
OSIA
305
O'Shares Investment Advisers
Massachusetts
$772K +$685K +4,832 New
HF
306
HRT Financial
New York
$759K -$277K -1,954 -29%
Baird Financial Group
307
Baird Financial Group
Wisconsin
$758K +$10.8K +76 +2%
Creative Planning
308
Creative Planning
Kansas
$756K -$59.4K -419 -8%
Wealthfront Advisers
309
Wealthfront Advisers
California
$746K +$662K +4,672 New
ECM
310
ETrade Capital Management
Virginia
$728K +$708 +5 +0.1%
RJFSA
311
Raymond James Financial Services Advisors
Florida
$726K +$247K +1,742 +62%
LFDLE
312
La Financiere de L'Echiquier
France
$707K +$103K +730 +20%
CAM
313
Congress Asset Management
Massachusetts
$671K – – –
WPW
314
Waldron Private Wealth
Pennsylvania
$663K +$4.82K +34 +0.8%
CBA
315
Coastal Bridge Advisors
Connecticut
$649K -$130K -920 -18%
HB
316
Homrich & Berg
Georgia
$646K +$1.42K +10 +0.2%
AF
317
Ally Financial
Michigan
$639K +$567K +4,000 New
DIM
318
DC Investments Management
Virginia
$601K +$533K +3,763 New
MIFH
319
Migdal Insurance & Financial Holdings
Israel
$599K -$77.6K -548 -13%
AW
320
Alpha Windward
Massachusetts
$598K -$49.2K -347 -8%
WF
321
Welch & Forbes
Massachusetts
$561K – – –
BOC
322
Barbara Oil Co
Illinois
$559K – – –
WCM Investment Management
323
WCM Investment Management
California
$559K – – –
IRF
324
IBM Retirement Fund
New York
$537K -$27.5K -194 -5%
KA
325
Kintegral Advisory
New York
$535K +$474K +3,349 New