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Name Holding Trade Value Shares
Change
Change in
Stake
BC
401
Burney Company
Virginia
$286K -$13.9K -200 -5%
BB
402
Busey Bank
Illinois
$286K -$2.02K -29 -0.7%
EWM
403
Evercore Wealth Management
New York
$284K +$18K +259 +7%
OIA
404
OneDigital Investment Advisors
Kansas
$282K +$204K +2,934 +329%
William Blair & Company
405
William Blair & Company
Illinois
$276K +$262K +3,757 New
BFM
406
Boothbay Fund Management
New York
$276K +$262K +3,758 New
IRF
407
IBM Retirement Fund
New York
$273K – – –
Jones Financial Companies
408
Jones Financial Companies
Missouri
$273K +$23.6K +338 +10%
DADC
409
D.A. Davidson & Co
Montana
$263K – – –
CCIA
410
Campbell & Co Investment Adviser
Maryland
$261K +$248K +3,554 New
TC
411
Telemus Capital
Michigan
$259K – – –
QT
412
Quantamental Technologies
New York
$257K -$111K -1,600 -31%
FCCM
413
First City Capital Management
Georgia
$257K – – –
JIC
414
Johnson Investment Counsel
Ohio
$256K -$59.2K -850 -20%
FI
415
FormulaFolio Investments
Michigan
$256K +$243K +3,481 New
IG
416
ING Group
Netherlands
$253K -$1.74M -24,973 -88%
CA
417
Cetera Advisors
Colorado
$253K -$59.9K -860 -20%
SB
418
Simmons Bank
Arkansas
$247K -$6.97K -100 -3%
CCB
419
Cutter & Co Brokerage
Missouri
$246K +$70 +1 +0%
AAS
420
Avantax Advisory Services
Texas
$242K -$21.3K -305 -8%
AIL
421
AGF Investments LLC
Ontario, Canada
$241K -$660K -9,478 -74%
PFBT
422
Parkside Financial Bank & Trust
Missouri
$239K +$70 +1 +0%
VWA
423
V Wealth Advisors
Kansas
$232K -$7.38K -106 -3%
CIA
424
CSat Investment Advisory
Michigan
$228K -$2.44K -35 -1%
BFG
425
Barber Financial Group
Kansas
$221K -$4.67K -67 -2%