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Name Holding Trade Value Shares
Change
Change in
Stake
BG
901
Bollard Group
Massachusetts
$2.24M +$601K +15,780 +38%
HBT
902
Hills Bank & Trust
Iowa
$2.23M +$502K +13,189 +30%
FEG
903
Fund Evaluation Group
Ohio
$2.22M – – –
PFS
904
Prospera Financial Services
Texas
$2.22M +$145K +3,801 +7%
FAAS
905
First Allied Advisory Services
California
$2.22M +$58.2K +1,527 +3%
MYLI
906
Meiji Yasuda Life Insurance
Japan
$2.22M -$832K -21,840 -28%
ONB
907
Old National Bancorp
Indiana
$2.22M -$360K -9,444 -14%
CM
908
Capula Management
Cayman Islands
$2.22M +$2.17M +56,929 New
MIAN
909
Mariner Independent Advisor Network
Kansas
$2.21M -$425K -11,168 -17%
FAM
910
Fred Alger Management
New York
$2.21M -$2.44K -64 -0.1%
CNC
911
Citizens & Northern Corp
Pennsylvania
$2.21M -$85.3K -2,241 -4%
AFM
912
Andesa Financial Management
Pennsylvania
$2.2M +$1.01M +26,645 +89%
EWA
913
EP Wealth Advisors
California
$2.19M -$639K -16,772 -23%
SFSIG
914
San Francisco Sentry Investment Group
California
$2.19M +$70.7K +1,856 +3%
BPM
915
Bowling Portfolio Management
Ohio
$2.18M -$8.19K -215 -0.4%
CAS
916
Cascadia Advisory Services
Oregon
$2.18M +$2.13M +55,849 New
AWM
917
Aevitas Wealth Management
Massachusetts
$2.17M +$29.6K +776 +1%
TI
918
Truehand Inc
New Hampshire
$2.17M +$2.12M +55,633 New
RA
919
Rovida Advisors
Florida
$2.15M +$2.1M +55,200 New
VPI
920
Value Partners Investments
Manitoba, Canada
$2.14M +$2.09M +54,875 New
S
921
SimplyRich
California
$2.12M – – –
DWA
922
Douglass Winthrop Advisors
New York
$2.12M -$638K -16,744 -24%
WI
923
WrapManager Inc
California
$2.11M +$30.1K +790 +1%
NAM
924
NorthCoast Asset Management
Connecticut
$2.11M -$25.9M -680,175 -93%
PGAM
925
Princeton Global Asset Management
New Jersey
$2.11M -$838 -22 -0%