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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
651
Stratos Wealth Partners
Ohio
$338K +$97.3K +489 +42%
UR
652
USCA RIA
Texas
$336K -$15.9K -80 -5%
AA
653
ALPS Advisors
Colorado
$335K -$958K -4,815 -74%
CYG
654
Clean Yield Group
Vermont
$334K
BL
655
BFSG LLC
California
$333K +$61.3K +308 +23%
LA
656
Lucus Advisors
New York
$331K -$45.2K -227 -12%
TMAM
657
Tokio Marine Asset Management
Japan
$329K -$123K -618 -28%
PCM
658
Parsons Capital Management
Rhode Island
$329K
DADC
659
D.A. Davidson & Co
Montana
$326K -$114K -575 -26%
CEP
660
Chicago Equity Partners
Illinois
$325K -$157K -790 -33%
IIM
661
Intact Investment Management
Quebec, Canada
$325K -$79.6K -400 -20%
WAG
662
Winthrop Advisory Group
Massachusetts
$322K +$309K +1,555 New
DCM
663
Driehaus Capital Management
Illinois
$320K +$314K +1,576 New
LNC
664
Lincoln National Corp
Pennsylvania
$312K +$306K +1,536 New
Baird Financial Group
665
Baird Financial Group
Wisconsin
$310K -$39.4K -198 -11%
PAS
666
Professional Advisory Services
Florida
$310K
FAM
667
Flaharty Asset Management
Florida
$307K +$294K +1,476 New
WC
668
Woodstock Corp
Massachusetts
$305K
FLPIM
669
F.L. Putnam Investment Management
Massachusetts
$300K -$19.9K -100 -6%
RMCM
670
Reynders McVeigh Capital Management
Massachusetts
$298K
KIA
671
KCM Investment Advisors
California
$293K -$15.9K -80 -5%
CG
672
Cutler Group
California
$293K +$279K +1,400 +3,182%
FCI
673
Financial Counselors Inc
Kansas
$291K
SMC
674
Smith, Moore & Co
Missouri
$289K -$36.4K -183 -11%
HC
675
Henshaw Capital
Massachusetts
$288K -$79K -397 -22%