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Name Holding Trade Value Shares
Change
Change in
Stake
FEG
326
Fund Evaluation Group
Ohio
$229K +$238K +4,000 New
CIA
327
Choate Investment Advisors
Massachusetts
$225K +$119 +2 +0.1%
ACM
328
AlphaCrest Capital Management
New York
$223K -$142K -2,389 -38%
CI
329
Conning Inc
Connecticut
$211K -$21.9K -369 -9%
DJSG
330
D.J. St. Germain
Massachusetts
$211K
TNA
331
True North Advisors
Texas
$198K +$206K +3,459 New
WDC
332
Woodward Diversified Capital
California
$196K +$34.7K +584 +21%
VF
333
Virtu Financial
New York
$195K +$202K +3,401 New
CIBC World Market
334
CIBC World Market
Ontario, Canada
$194K +$39.1K +657 +24%
FMT
335
First Mercantile Trust
Tennessee
$192K -$22.7K -382 -10%
Mackenzie Financial
336
Mackenzie Financial
Ontario, Canada
$191K -$4.16K -70 -2%
RWM
337
Ritholtz Wealth Management
New York
$190K +$892 +15 +0.5%
RC
338
RegentAtlantic Capital
New Jersey
$190K +$8.8K +148 +5%
CFGS
339
Concourse Financial Group Securities
Alabama
$187K -$6.66K -112 -3%
CAPTRUST Financial Advisors
340
CAPTRUST Financial Advisors
North Carolina
$187K +$43.4K +729 +29%
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$186K +$26.6K +448 +16%
CAGAS
342
Capital Advisory Group Advisory Services
Minnesota
$185K
RP
343
Rowlandmiller & Partners
Georgia
$183K -$15.2K -255 -7%
LIM
344
Leavell Investment Management
Alabama
$183K
VanEck Associates
345
VanEck Associates
New York
$179K +$3.63K +61 +2%
CCP
346
Corient Capital Partners
California
$178K +$23.8K +400 +15%
KPCM
347
Kings Point Capital Management
New York
$177K
RFC
348
Regions Financial Corp
Alabama
$177K +$53.4K +898 +41%
GAM
349
Gotham Asset Management
New York
$175K -$631K -10,601 -78%
TPWA
350
TRUE Private Wealth Advisors
Oregon
$175K -$125K -2,108 -41%