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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
651
Advisors Asset Management
Colorado
$472K +$21.2K +76 +5%
WC
652
Westhampton Capital
North Carolina
$471K – – –
LOAME
653
Lombard Odier Asset Management (Europe)
United Kingdom
$469K +$461K +1,654 New
WF
654
Welch & Forbes
Massachusetts
$468K – – –
BWM
655
Buckley Wealth Management
Nevada
$465K +$27.9K +100 +7%
OFS
656
OneAscent Financial Services
Alabama
$462K -$172K -617 -27%
EC
657
Estate Counselors
Wisconsin
$462K +$11.2K +40 +3%
MCA
658
Morris Capital Advisors
Pennsylvania
$456K -$13.4K -48 -3%
B
659
Bailard
California
$454K -$52.7K -189 -11%
AC
660
Avestar Capital
New York
$454K -$39.9K -143 -7%
SFM
661
Systematic Financial Management
New Jersey
$454K – – –
CCA
662
Checchi Capital Advisers
California
$447K -$25.4K -91 -5%
CWP
663
Capital Wealth Planning
Florida
$445K – – –
TC
664
Telemus Capital
Michigan
$444K +$442K +1,584 New
WEC
665
Winslow Evans & Crocker
Massachusetts
$441K – – –
TNB
666
TCF National Bank
South Dakota
$440K – – –
Lazard Asset Management
667
Lazard Asset Management
New York
$439K -$1.64M -5,895 -79%
EH
668
Employers Holdings
Nevada
$438K -$169K -605 -28%
IFWM
669
Institute for Wealth Management
Colorado
$438K +$3.63K +13 +0.8%
FCM
670
Fairbanks Capital Management
California
$430K – – –
CGA
671
Crescent Grove Advisors
Illinois
$426K – – –
JFA
672
JNBA Financial Advisors
Minnesota
$426K – – –
SACTSONJ
673
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$426K – – –
NSAM
674
North Star Asset Management
Wisconsin
$425K – – –
KCM
675
Kendall Capital Management
Maryland
$423K +$416K +1,490 New