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Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
201
HSBC Holdings
United Kingdom
$323K +$47.4K +1,569 +15%
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$315K +$98K +3,245 +38%
Pictet Asset Management
203
Pictet Asset Management
Switzerland
$315K
LFAS
204
Level Four Advisory Services
Texas
$315K +$357K +11,815 New
FDS
205
First Dallas Securities
Texas
$304K +$104K +3,450 +43%
LCM
206
Legato Capital Management
California
$300K -$461K -15,262 -58%
FGP
207
Freestone Grove Partners
California
$299K +$339K +11,236 New
AA
208
ALPS Advisors
Colorado
$293K -$29.9K -989 -8%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$289K +$50.7K +1,678 +18%
AAS
210
Avantax Advisory Services
Texas
$288K +$327K +10,812 New
Bessemer Group
211
Bessemer Group
New Jersey
$286K +$218K +7,220 +207%
EC
212
EntryPoint Capital
New York
$286K +$324K +10,734 New
PIM
213
Plato Investment Management
Australia
$277K +$160K +5,311 +105%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$273K +$51.7K +1,711 +20%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$271K +$123K +4,066 +66%
CL
216
Choreo LLC
Illinois
$269K +$115K +3,819 +63%
DTL
217
Dynamic Technology Lab
Singapore
$268K -$348K -11,531 -53%
BWFA
218
Baltimore-Washington Financial Advisors
Maryland
$266K +$302K +10,000 New
Creative Planning
219
Creative Planning
Kansas
$266K +$302K +9,999 New
ESB
220
Essex Savings Bank
Connecticut
$264K -$18.1K -600 -6%
GCP
221
GSA Capital Partners
United Kingdom
$239K +$42.9K +1,420 +19%
AIP
222
Ameritas Investment Partners
Nebraska
$237K
BLC
223
Brown, Lisle/Cummings
Rhode Island
$234K
MWPCG
224
Measured Wealth Private Client Group
New Hampshire
$227K +$257K +8,517 New
CWM
225
CIBC World Markets
New York
$219K +$248K +8,215 New