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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
176
Pin Oak Investment Advisors
Texas
$236K
CS
177
Candriam SCA
Luxembourg
$232K
CIBC World Market
178
CIBC World Market
Ontario, Canada
$229K +$222K +12,000 New
LSAG
179
Lake Street Advisors Group
New Hampshire
$225K -$7.08K -383 -3%
AF
180
Advisornet Financial
Minnesota
$224K
BF
181
BOK Financial
Oklahoma
$218K +$14.9K +806 +8%
BFM
182
Boston Financial Management
Massachusetts
$216K
Voloridge Investment Management
183
Voloridge Investment Management
Florida
$205K +$199K +10,750 New
KeyBank National Association
184
KeyBank National Association
Ohio
$203K -$29.7K -1,608 -13%
Franklin Resources
185
Franklin Resources
California
$201K
PTC
186
Philadelphia Trust Company
Pennsylvania
$197K
PG
187
PEAK6 Group
Illinois
$195K -$98.8K -5,341 -34%
BBHC
188
Brown Brothers Harriman & Co
New York
$191K
BCWM
189
Bartlett & Co Wealth Management
Ohio
$179K +$174K +9,400 New
BC
190
Bartlett & Co
Ohio
$179K
DZ Bank
191
DZ Bank
Germany
$179K
GT
192
Glenmede Trust
Pennsylvania
$172K
GWM
193
Geneos Wealth Management
Colorado
$171K -$41.5K -2,244 -20%
NIT
194
NumerixS Investment Technologies
British Columbia, Canada
$164K -$38.8K -2,100 -19%
HDIM
195
Hanson & Doremus Investment Management
Vermont
$163K -$8.97K -485 -5%
SWM
196
SeaCrest Wealth Management
New York
$161K -$49.9K -2,700 -24%
CCM
197
Covington Capital Management
California
$159K
NSIM
198
North Star Investment Management
Illinois
$153K
DAM
199
Delta Asset Management
Tennessee
$152K
CAM
200
CenterStar Asset Management
Illinois
$150K