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Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
676
F.L. Putnam Investment Management
Massachusetts
$617K -$2.33M -17,563 -78%
BG
677
Bahl & Gaynor
Ohio
$616K -$16.1K -121 -2%
LOAME
678
Lombard Odier Asset Management (Europe)
United Kingdom
$606K
MBA
679
McQueen Ball & Associates
Pennsylvania
$604K
CG
680
Caprock Group
Idaho
$600K +$32K +241 +5%
HAG
681
HighPoint Advisor Group
Illinois
$599K -$21.3K -160 -3%
EGA
682
E&G Advisors
Texas
$598K +$120K +900 +24%
WAM
683
Wealthspire Advisors (Maryland)
Maryland
$596K -$39.1K -294 -6%
PCM
684
Parsons Capital Management
Rhode Island
$596K -$5.18K -39 -0.8%
AAM
685
Aureus Asset Management
Massachusetts
$594K +$225K +1,692 +57%
HL
686
HeadInvest LLC
Maine
$593K
PFS
687
Prospera Financial Services
Texas
$586K -$21.7K -163 -3%
CG
688
Colony Group
Massachusetts
$585K +$366K +2,753 +149%
GRP
689
Global Retirement Partners
California
$575K +$23.4K +176 +4%
IA
690
IFG Advisory
Georgia
$572K +$22.2K +167 +4%
BBHC
691
Brown Brothers Harriman & Co
New York
$571K -$283K -2,132 -32%
BIAS
692
Beacon Investment Advisory Services
New Jersey
$566K
FG
693
Fiduciary Group
Georgia
$561K -$38K -286 -6%
SL
694
Summitry LLC
California
$556K
FCAG
695
First Capital Advisors Group
New Jersey
$556K +$7.84K +59 +1%
CAM
696
Carret Asset Management
New York
$539K -$44K -331 -7%
PP
697
Patten & Patten
Tennessee
$536K -$249K -1,877 -31%
CPR
698
CSU Producer Resources
Ohio
$535K
Verition Fund Management
699
Verition Fund Management
Connecticut
$535K +$559K +4,209 New
1WA
700
180 Wealth Advisors
Washington
$531K +$68K +512 +14%