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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
376
International Assets Investment Management
Florida
$617K +$16.5K +67 +3%
BA
377
Bristlecone Advisors
Washington
$609K +$58.2K +237 +10%
AWM
378
Apollon Wealth Management
South Carolina
$606K -$11.5K -47 -2%
ANI
379
American National Insurance
Texas
$585K -$360K -1,465 -38%
William Blair & Company
380
William Blair & Company
Illinois
$584K -$106K -433 -15%
HVP
381
Hudson Value Partners
Florida
$583K +$44.5K +181 +8%
VWA
382
Visionary Wealth Advisors
Illinois
$576K +$273K +1,112 +87%
FHA
383
Flagship Harbor Advisors
Massachusetts
$574K +$25.8K +105 +5%
ESCM
384
Echo Street Capital Management
New York
$574K +$584K +2,377 New
Thrivent Financial for Lutherans
385
Thrivent Financial for Lutherans
Minnesota
$561K -$16.7M -67,982 -97%
DFC
386
DB Fitzpatrick & Co
Idaho
$560K +$126K +514 +28%
QT
387
Quantamental Technologies
New York
$556K +$566K +2,304 New
MFA
388
Mayflower Financial Advisors
Massachusetts
$553K -$30.5K -124 -5%
P8IP
389
Pier 88 Investment Partners
California
$553K +$243K +990 +76%
RIM
390
Redpoint Investment Management
Australia
$546K +$556K +2,263 New
M&T Bank
391
M&T Bank
New York
$544K +$56.5K +230 +11%
Brown Advisory
392
Brown Advisory
Maryland
$544K +$123K +500 +29%
PWM
393
Prentice Wealth Management
New York
$535K +$10.1K +41 +2%
IG
394
ING Group
Netherlands
$516K -$936K -3,811 -64%
CIM
395
Chapman Investment Management
California
$495K – – –
S
396
Seeyond
France
$492K -$261K -1,061 -34%
CC
397
Centiva Capital
New York
$487K +$496K +2,020 New
Chevy Chase Trust
398
Chevy Chase Trust
Maryland
$483K – – –
CA
399
Cullinan Associates
Kentucky
$483K +$147K +600 +43%
BRWM
400
B. Riley Wealth Management
Tennessee
$473K +$60.9K +248 +14%