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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
426
Johnson Investment Counsel
Ohio
$256K -$42.5K -553 -15%
LS
427
Livforsakringsbolaget Skandia
Sweden
$255K – – –
1SB
428
1ST Source Bank
Indiana
$250K -$115K -1,500 -32%
ETI
429
Enterprise Trust & Investment
California
$250K – – –
LDB
430
Lee, Danner & Bass
Tennessee
$248K +$238K +3,095 New
PWA
431
Physician Wealth Advisors
Utah
$248K +$257K +3,350 New
S
432
SignatureFD
Georgia
$247K +$4.38K +57 +2%
EGM
433
Engineers Gate Manager
New York
$246K +$17K +222 +8%
SCM
434
Sterling Capital Management
North Carolina
$240K +$230K +3,000 New
GWM
435
Geneos Wealth Management
Colorado
$239K – – –
Jones Financial Companies
436
Jones Financial Companies
Missouri
$235K -$10.7K -139 -5%
BC
437
Burney Company
Virginia
$230K -$93.7K -1,220 -30%
DAM
438
Diamant Asset Management
Connecticut
$227K – – –
FHA
439
First Horizon Advisors
Tennessee
$226K – – –
CCA
440
Checchi Capital Advisers
California
$225K +$215K +2,806 New
LOAME
441
Lombard Odier Asset Management (Europe)
United Kingdom
$221K – – –
CSIC
442
Clifford Swan Investment Counsel
California
$220K – – –
MFG
443
Magnus Financial Group
New York
$219K +$998 +13 +0.5%
BFEC
444
Benjamin F. Edwards & Company
Missouri
$216K +$2.07K +27 +1%
PV
445
Private Vista
Illinois
$215K +$207K +2,691 New
MC
446
Machina Capital
France
$213K -$559K -7,281 -73%
IWM
447
IHT Wealth Management
Illinois
$212K +$204K +2,652 New
BFG
448
Barber Financial Group
Kansas
$207K +$199K +2,586 New
PCG
449
Private Capital Group
Connecticut
$206K +$104K +1,352 +111%
CG
450
Colony Group
Massachusetts
$206K +$198K +2,578 New