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Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
301
Texas Yale Capital Corp
Florida
$304K
CIM
302
Confluence Investment Management
Missouri
$303K -$20.7K -356 -6%
KFS
303
KMS Financial Services
Washington
$301K -$17.9K -308 -5%
MIS
304
Morningstar Investment Services
Illinois
$296K -$112K -1,918 -24%
QAM
305
Quantres Asset Management
Cayman Islands
$294K +$344K +5,913 New
BFA
306
BlackRock Fund Advisors
California
$286K -$20.5K -352 -6%
RFC
307
Regions Financial Corp
Alabama
$283K -$5.58K -96 -2%
TCM
308
Texan Capital Management
Texas
$280K -$5.18K -89 -2%
CSS
309
Cubist Systematic Strategies
Connecticut
$279K +$285K +4,903 +694%
CFMC
310
Curbstone Financial Management Corp
New Hampshire
$277K +$96.3K +1,655 +42%
TFCP
311
Twin Focus Capital Partners
Massachusetts
$267K -$1.05K -18 -0.3%
BAAM
312
Baker Avenue Asset Management
California
$265K
SCM
313
Shelton Capital Management
Colorado
$265K
AAM
314
Azzad Asset Management
Virginia
$265K +$309K +5,316 New
HighTower Advisors
315
HighTower Advisors
Illinois
$264K +$14K +241 +5%
Twin Tree Management
316
Twin Tree Management
Texas
$264K +$309K +5,308 New
ICM
317
IMS Capital Management
Oregon
$262K -$12.2K -210 -4%
AI
318
Atria Investments
North Carolina
$261K +$305K +5,242 New
AB
319
AT Bancorp
Iowa
$259K -$24.1K -414 -7%
BPBT
320
Boston Private Bank & Trust
Massachusetts
$256K
NPC
321
National Planning Corporation
California
$256K +$308K +5,292 New
BHIA
322
Birch Hill Investment Advisors
Massachusetts
$253K
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$249K +$13.3K +229 +5%
Manulife (Manufacturers Life Insurance)
324
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245K +$67.1K +1,153 +31%
EWM
325
Evercore Wealth Management
New York
$245K +$182K +3,129 +176%