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Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
201
Point View Wealth Management
New Jersey
$532K +$496K +22,763 New
GIM
202
Guardian Investment Management
California
$527K +$488K +22,400 New
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$521K +$141K +6,445 +41%
QIM
204
Quantitative Investment Management
Virginia
$486K +$454K +20,800 New
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$485K -$58.6K -2,688 -11%
DA
206
Dunvegan Associates
California
$481K -$35.1K -1,609 -7%
BC
207
Burney Company
Virginia
$478K -$1.47M -67,403 -77%
PNC
208
Park National Corp
Ohio
$469K
TAS
209
TIFF Advisory Services
Pennsylvania
$460K
BIT
210
BlackRock Institutional Trust
California
$428K +$339K +15,566 +567%
ZIG
211
Zuckerman Investment Group
Illinois
$421K
Fisher Asset Management
212
Fisher Asset Management
Washington
$406K -$127K -5,811 -25%
CP
213
Camelot Portfolios
Ohio
$395K +$71.9K +3,296 +24%
CIBC World Market
214
CIBC World Market
Ontario, Canada
$395K +$368K +16,888 New
CLOS
215
Compagnie Lombard Odier SCmA
Switzerland
$395K +$369K +16,921 New
AWA
216
AmeriServ Wealth Advisors
Pennsylvania
$388K
CSIC
217
Clifford Swan Investment Counsel
California
$386K
Citadel Advisors
218
Citadel Advisors
Florida
$383K -$5.78M -264,937 -94%
PAI
219
Pittenger & Anderson Inc
Nebraska
$381K
UCFA
220
United Capital Financial Advisors
Texas
$380K -$101K -4,638 -22%
EGA
221
Emerging Global Advisors
New York
$359K +$96.4K +4,423 +39%
Vanguard Group
222
Vanguard Group
Pennsylvania
$355K
JIC
223
Johnson Investment Counsel
Ohio
$341K -$16.7K -764 -5%
CCM
224
Causeway Capital Management
California
$339K +$316K +14,500 New
RJFSA
225
Raymond James Financial Services Advisors
Florida
$333K +$11K +505 +4%