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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
351
Envestnet Portfolio Solutions
Illinois
$312K +$274K +2,560 New
FAT
352
First American Trust
California
$309K +$271K +2,532 New
CG
353
Cynosure Group
Utah
$305K +$268K +2,503 New
KBC Group
354
KBC Group
Belgium
$304K +$28.4K +265 +12%
BFEC
355
Benjamin F. Edwards & Company
Missouri
$287K +$216K +2,018 +602%
GC
356
Guggenheim Capital
Illinois
$286K -$186K -1,735 -43%
CAM
357
Claret Asset Management
Quebec, Canada
$282K -$19.5K -182 -7%
WJWM
358
Williams Jones Wealth Management
New York
$275K +$241K +2,250 New
SPA
359
Sherbrooke Park Advisers
New York
$274K -$27.5K -257 -10%
GT
360
Greenleaf Trust
Michigan
$274K +$240K +2,246 New
JWCA
361
J.W. Cole Advisors
Florida
$272K +$239K +2,232 New
AI
362
Atom Investors
Texas
$270K +$237K +2,212 New
CCM
363
Coldstream Capital Management
Washington
$265K +$233K +2,173 New
BCI
364
Brinker Capital Investments
Pennsylvania
$265K +$232K +2,170 New
OPS
365
Orion Portfolio Solutions
Nebraska
$265K +$232K +2,170 New
CMF
366
Counterpoint Mutual Funds
California
$263K +$231K +2,157 New
First Trust Advisors
367
First Trust Advisors
Illinois
$261K -$87.1K -814 -28%
FFM
368
Forum Financial Management
Illinois
$261K +$229K +2,135 New
CC
369
Centiva Capital
New York
$260K +$228K +2,133 New
MAM
370
Morse Asset Management
Connecticut
$259K -$157K -1,462 -41%
BSW
371
Buckingham Strategic Wealth
Missouri
$259K +$227K +2,121 New
First Manhattan
372
First Manhattan
New York
$257K
SCA
373
Snowden Capital Advisors
New York
$254K +$223K +2,082 New
CIP
374
Convergence Investment Partners
Florida
$254K +$222K +2,078 New
SAM
375
Silvercrest Asset Management
New York
$252K +$221K +2,067 New