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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
626
Next Financial Group
Texas
$198K -$36.1K -320 -15%
MIC
627
MU Investments Company
Japan
$170K
MFS
628
MSI Financial Services
Massachusetts
$160K +$46.6K +414 +38%
KT
629
Kanaly Trust
Texas
$153K +$41.7K +370 +35%
PAIA
630
Park Avenue Institutional Advisers
New York
$150K +$159K +1,407 New
MA
631
MUFG Americas
New York
$147K -$46.2K -410 -23%
IPC
632
Independent Portfolio Consultants
Florida
$144K -$93.7K -832 -38%
CS
633
Credential Securities
$140K +$51.8K +460 +54%
EFSCE
634
Enterprise Financial Services Corp (EFSC)
Missouri
$139K -$3.49K -31 -2%
Simplex Trading
635
Simplex Trading
Illinois
$133K +$141K +1,254 New
NYLT
636
New York Life Trust
New York
$131K -$11.9K -106 -8%
BCM
637
Brookstone Capital Management
Illinois
$130K +$138K +1,223 New
CF
638
CenterStar Fund
Illinois
$127K
JWM
639
Jacobus Wealth Management
Wisconsin
$124K
AWS
640
Aris Wealth Services
Pennsylvania
$122K -$5.07K -45 -4%
Bessemer Group
641
Bessemer Group
New Jersey
$120K -$40.2K -357 -24%
CRM
642
Cramer Rosenthal McGlynn
Connecticut
$106K -$28.2K -250 -20%
SSG
643
Summit Securities Group
New York
$102K +$108K +963 New
GLI
644
Guardian Life Insurance
New York
$97K +$1.13K +10 +1%
RI
645
Redwood Investments
Massachusetts
$96K
FANJ
646
Financial Architects (New Jersey)
New Jersey
$93K +$13.5K +120 +16%
HA
647
Harfst & Associates
Wyoming
$90K +$95.2K +845 New
WA
648
WFG Advisors
Texas
$86K
TF
649
Tompkins Financial
New York
$81K +$85.6K +760 New
CFSG
650
Community Financial Services Group
Vermont
$71K