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Name Holding Trade Value Shares
Change
Change in
Stake
QI
551
QS Investors
New York
$2.08M -$224K -1,700 -9%
NERM
552
New England Research & Management
Illinois
$2.08M +$23K +175 +1%
PHIMC
553
Private Harbour Investment Management & Counsel
Ohio
$2.07M -$41.9K -318 -2%
BCV
554
Banque Cantonale Vaudoise
Switzerland
$2.06M -$798K -6,058 -26%
CAM
555
Cypress Asset Management
Texas
$2.06M +$198K +1,500 +9%
FCH
556
Freestone Capital Holdings
Washington
$2.06M +$245K +1,859 +12%
LWCFA
557
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.05M +$120K +915 +6%
PFM
558
Premier Fund Managers
United Kingdom
$2.05M +$2.31M +17,565 New
Creative Planning
559
Creative Planning
Kansas
$2.05M -$107K -811 -4%
AC
560
Allstate Corporation
Illinois
$2.05M -$2.54M -19,302 -53%
WFG
561
Wills Financial Group
Virginia
$2.02M +$51K +387 +2%
AAM
562
Advisors Asset Management
Colorado
$2.01M -$220K -1,671 -9%
CQS
563
Credential Qtrade Securities
$2.01M +$111K +841 +5%
IA
564
IFP Advisors
Florida
$2M +$159K +1,210 +8%
TAM
565
Townsend Asset Management
North Carolina
$1.95M +$282K +2,145 +15%
VAS
566
Vestmark Advisory Solutions
Massachusetts
$1.94M -$53.1K -403 -2%
VFA
567
Voya Financial Advisors
Connecticut
$1.94M +$244K +1,854 +13%
DLA
568
Douglas Lane & Associates
New York
$1.93M +$53.7K +408 +3%
WDA
569
Wendell David Associates
New Hampshire
$1.92M +$36.9K +280 +2%
IAA
570
Independent Advisor Alliance
North Carolina
$1.91M -$904K -6,863 -30%
CCM
571
Compton Capital Management
Rhode Island
$1.91M
ISL
572
Ingalls & Snyder LLC
New York
$1.89M +$85.2K +647 +4%
PA
573
Profund Advisors
Maryland
$1.89M -$432K -3,284 -17%
HIM
574
Hotaling Investment Management
Pennsylvania
$1.87M -$3.95K -30 -0.2%
AP
575
Advisor Partners
California
$1.86M +$328K +2,490 +19%