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Name Holding Trade Value Shares
Change
Change in
Stake
JDR
701
Jay D. Rosenbaum
$602K -$15.2K -54 -3%
SLF
702
Sun Life Financial
Ontario, Canada
$601K +$393K +1,398 +207%
BBA
703
Braun-Bostich & Associates
Pennsylvania
$592K -$5.62K -20 -1%
AWM
704
Aevitas Wealth Management
Massachusetts
$589K +$45K +160 +9%
KFA
705
Kelleher Financial Advisors
New York
$587K +$7.03K +25 +1%
BC
706
Birchview Capital
Vermont
$580K
DS
707
Dudley & Shanley
Florida
$580K
CCA
708
Checchi Capital Advisers
California
$578K +$9K +32 +2%
BCM
709
Boltwood Capital Management
California
$577K +$12.7K +45 +2%
S
710
SignatureFD
Georgia
$573K +$134K +476 +32%
GC
711
Grimes & Company
Massachusetts
$569K +$177K +630 +47%
MCM
712
Manchester Capital Management
Vermont
$567K
Cerity Partners
713
Cerity Partners
New York
$564K +$216K +769 +66%
GWM
714
Geneos Wealth Management
Colorado
$558K -$76.2K -271 -12%
ONB
715
Old National Bancorp
Indiana
$555K -$46.7K -166 -8%
Capstone Investment Advisors
716
Capstone Investment Advisors
New York
$553K +$536K +1,906 New
NSAM
717
North Star Asset Management
Wisconsin
$551K -$157K -560 -23%
CIA
718
Choate Investment Advisors
Massachusetts
$548K -$41.9K -149 -7%
AA
719
ALPS Advisors
Colorado
$547K -$99K -352 -16%
CCG
720
Cypress Capital Group
Florida
$542K +$29.5K +105 +6%
RE
721
RBC Europe
United Kingdom
$539K -$15.5K -55 -3%
IWP
722
Icon Wealth Partners
Texas
$538K +$82.1K +292 +19%
PCM
723
Parsons Capital Management
Rhode Island
$536K +$16.9K +60 +3%
FNBOH
724
First National Bank of Hutchinson
Kansas
$531K -$41.6K -148 -7%
MCA
725
Morris Capital Advisors
Pennsylvania
$530K