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Name Holding Trade Value Shares
Change
Change in
Stake
CS
126
Candriam SCA
Luxembourg
$1.11M +$100K +1,030 +11%
LB
127
Legacy Bridge
Iowa
$1.07M
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$972K -$2.89M -29,790 -78%
Handelsbanken Fonder
129
Handelsbanken Fonder
Sweden
$946K
FWM
130
Frontier Wealth Management
Missouri
$926K -$981K -10,100 -55%
Creative Planning
131
Creative Planning
Kansas
$910K
AB
132
Amalgamated Bank
New York
$884K +$221K +2,281 +40%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$789K -$15.6K -161 -2%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$787K
Barclays
135
Barclays
United Kingdom
$764K -$2.71M -27,904 -80%
OA
136
Oak Associates
Ohio
$749K
Principal Financial Group
137
Principal Financial Group
Iowa
$748K -$170K -1,753 -21%
JMPWA
138
JP Morgan Private Wealth Advisors
California
$732K +$370K +3,811 +138%
QCM
139
Quantinno Capital Management
New York
$698K -$45.7K -471 -7%
FHB
140
First Hawaiian Bank
Hawaii
$698K +$4.37K +45 +0.7%
LPL Financial
141
LPL Financial
California
$657K +$4.27K +44 +0.8%
SF
142
Synovus Financial
Georgia
$624K +$122K +1,252 +29%
William Blair & Company
143
William Blair & Company
Illinois
$615K
American Century Companies
144
American Century Companies
Missouri
$611K
FG
145
Foster Group
Iowa
$561K +$85.8K +884 +21%
Public Employees Retirement Association of Colorado
146
Public Employees Retirement Association of Colorado
Colorado
$557K
SRC
147
Sage Rhino Capital
California
$557K
DT
148
Diversified Trust
Tennessee
$557K +$58.3K +600 +14%
ACI
149
AMP Capital Investors
Australia
$534K
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$533K -$97 -1 -0%