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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
551
Clear Harbor Asset Management
Connecticut
$1.2M +$192K +980 +20%
OSAM
552
O'Shaughnessy Asset Management
Connecticut
$1.18M +$460K +2,344 +70%
KA
553
KLCM Advisors
Wisconsin
$1.16M – – –
BG
554
Berry Group
Massachusetts
$1.14M – – –
EFS
555
Essex Financial Services
Connecticut
$1.14M +$4.12K +21 +0.4%
GT
556
Greenleaf Trust
Michigan
$1.12M +$5.1K +26 +0.5%
DBIA
557
Dumont & Blake Investment Advisors
New Jersey
$1.12M -$15.1K -77 -1%
DY
558
Dowling & Yahnke
California
$1.12M -$22.2K -113 -2%
FNBT
559
FineMark National Bank & Trust
Florida
$1.1M +$21.6K +110 +2%
BPM
560
Bowling Portfolio Management
Ohio
$1.1M -$84.7K -432 -8%
AIP
561
Ameritas Investment Partners
Nebraska
$1.09M -$70.6K -360 -6%
FTDI
562
First Trust Direct Indexing
Massachusetts
$1.09M +$1.03M +5,242 New
TCA
563
Transcend Capital Advisors
New Jersey
$1.09M -$2.06M -10,520 -67%
PAMG
564
Patton Albertson Miller Group
Tennessee
$1.07M +$9.02K +46 +0.9%
IWC
565
Integrated Wealth Concepts
Massachusetts
$1.07M -$7.65K -39 -0.8%
Wealthfront Advisers
566
Wealthfront Advisers
California
$1.07M +$145K +739 +17%
KF
567
Krilogy Financial
Missouri
$1.06M -$210K -1,072 -17%
SIP
568
Stoneridge Investment Partners
Pennsylvania
$1.06M +$199K +1,014 +25%
MCM
569
MAI Capital Management
Ohio
$1.05M +$299K +1,526 +43%
CI
570
Conning Inc
Connecticut
$1.05M -$66.5K -339 -6%
TCOO
571
Trust Company of Oklahoma
Oklahoma
$1.05M +$55.5K +283 +6%
HPC
572
HM Payson & Co
Maine
$1.04M -$66.1K -337 -6%
AWM
573
Aries Wealth Management
Maine
$1.04M – – –
AF
574
Ally Financial
Michigan
$1.04M – – –
IIM
575
Intact Investment Management
Quebec, Canada
$1.04M – – –