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Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Apriem Advisors
California
$7K – – –
WA
202
WealthTrust-Arizona
Arizona
$7K – – –
ZB
203
Zions Bancorporation
Utah
$6K – – –
TWA
204
TCI Wealth Advisors
Arizona
$5K +$4.93K +140 New
WTB
205
Washington Trust Bank
Washington
$3K – – –
Envestnet Asset Management
206
Envestnet Asset Management
Illinois
$3K +$2.71K +77 New
SPIA
207
Steward Partners Investment Advisory
New York
$3K +$3.52K +100 New
PWM
208
Perigon Wealth Management
California
$3K +$134K +3,795 New
BBHC
209
Brown Brothers Harriman & Co
New York
$2K – – –
GWM
210
Geneos Wealth Management
Colorado
$2K – – –
EARNEST Partners
211
EARNEST Partners
Georgia
$2K +$1.48K +42 New
MFS
212
MSI Financial Services
Massachusetts
$1K -$5.29K -150 -86%
IA
213
IFP Advisors
Florida
$1K -$3.59K -102 -82%
KT
214
Kanaly Trust
Texas
$1K – – –
QI
215
QS Investors
New York
$1K – – –
SF
216
Synovus Financial
Georgia
$1K +$1.06K +30 New
EAM
217
Eagle Asset Management
Florida
– -$25.5M -736,249 Closed
UOC
218
UBS O'Connor
Illinois
– -$18.6M -536,988 Closed
MTB
219
Mizuho Trust & Banking
Japan
– -$6.07M -175,108 Closed
Fidelity Investments
220
Fidelity Investments
Massachusetts
– -$5.82M -167,845 Closed
Arrowstreet Capital
221
Arrowstreet Capital
Massachusetts
– -$5.07M -146,398 Closed
CCS
222
Crosspoint Capital Strategies
California
– -$3.53M -101,953 Closed
HS
223
HighVista Strategies
Massachusetts
– -$3.12M -90,000 Closed
UONDDL
224
University of Notre Dame du Lac
Indiana
– -$2.11M -60,893 Closed
BJL
225
Brighton Jones LLC
Washington
– -$686K -19,809 Closed