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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
601
Aurora Investment Counsel
Georgia
$781K -$121K -841 -11%
AWM
602
Aries Wealth Management
Maine
$781K +$8.89K +62 +0.8%
CI
603
Conning Inc
Connecticut
$777K -$39.7K -277 -4%
PVWM
604
Point View Wealth Management
New Jersey
$776K -$6.31K -44 -0.6%
FPS
605
Fieldpoint Private Securities
Connecticut
$776K +$53.6K +374 +6%
FLI
606
Family Legacy Inc
South Carolina
$763K +$28.7K +200 +3%
RIM
607
Regent Investment Management
Kentucky
$758K -$7.17K -50 -0.7%
B
608
Barings
North Carolina
$755K -$215K -1,500 -18%
VRS
609
Virginia Retirement Systems
Virginia
$753K
FAAS
610
First Allied Advisory Services
California
$737K +$117K +816 +14%
Acadian Asset Management
611
Acadian Asset Management
Massachusetts
$736K -$1.24M -8,659 -57%
GIM
612
Goelzer Investment Management
Indiana
$736K -$70.7K -493 -7%
HW
613
Hancock Whitney
Mississippi
$734K -$115K -799 -11%
ACH
614
ArrowMark Colorado Holdings
Colorado
$732K +$301K +2,100 +47%
LNWWM
615
Laird Norton Wetherby Wealth Management
California
$731K -$277K -1,931 -23%
AWM
616
AE Wealth Management
Kansas
$723K +$228K +1,591 +33%
SCA
617
Sippican Capital Advisors
Massachusetts
$722K -$10.8K -75 -1%
PPW
618
Parcion Private Wealth
Washington
$711K +$38.1K +266 +4%
BRWM
619
B. Riley Wealth Management
Tennessee
$704K +$904K +6,307 New
BIM
620
Bridges Investment Management
Nebraska
$701K -$311K -2,170 -26%
LOAMS
621
Lombard Odier Asset Management (Switzerland)
Switzerland
$700K -$266K -1,855 -23%
TC
622
Toews Corporation
New Jersey
$692K +$889K +6,200 New
GRP
623
Global Retirement Partners
California
$690K -$163K -1,136 -16%
PW
624
Price Wealth
Texas
$690K +$71.1K +496 +9%
CFA
625
CWS Financial Advisors
Michigan
$687K