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Name Holding Trade Value Shares
Change
Change in
Stake
PMA
526
Prudent Man Advisors
Illinois
$418K +$76.3K +2,620 +25%
GI
527
GAMCO Investors
Connecticut
$407K -$1.03M -35,400 -73%
JF
528
Jump Financial
Illinois
$407K -$527K -18,100 -59%
LS
529
Livforsakringsbolaget Skandia
Sweden
$407K +$117K +4,000 +45%
RHBC
530
R.H. Bluestein & Co
Michigan
$406K – – –
HVM
531
Harvest Volatility Management
Connecticut
$404K +$370K +12,684 New
WFC
532
Western Financial Corp
California
$402K +$369K +12,648 New
EI
533
Ethic Inc
New York
$400K +$366K +12,568 New
WA
534
Wambolt & Associates
Colorado
$394K – – –
LWAM
535
Legacy Wealth Asset Management
Minnesota
$389K +$357K +12,240 New
GIA
536
Gladstone Institutional Advisory
Florida
$387K +$354K +12,152 New
HCMT
537
Highland Capital Management (Tennessee)
Tennessee
$382K -$210K -7,200 -38%
AWCI
538
Alpine Woods Capital Investors
New York
$382K +$35K +1,200 +11%
NIM
539
Northeast Investment Management
Massachusetts
$380K – – –
JWM
540
JGP Wealth Management
Oregon
$380K +$61.4K +2,108 +19%
SC
541
Sepio Capital
Utah
$378K – – –
BA
542
Bellwether Advisors
Nebraska
$375K +$344K +11,800 New
HBT
543
Heartland Bank & Trust
Illinois
$370K +$338K +11,616 New
OWA
544
One Wealth Advisors
California
$369K +$19K +652 +6%
AF
545
Allworth Financial
California
$368K – – –
CI
546
Conning Inc
Connecticut
$361K +$1.17K +40 +0.4%
LSAG
547
Lake Street Advisors Group
New Hampshire
$360K -$5.01K -172 -1%
MSRPS
548
Maryland State Retirement & Pension System
Maryland
$360K +$387K +13,288 New
HBT
549
Hills Bank & Trust
Iowa
$356K – – –
BTWM
550
Baker Tilly Wealth Management
Wisconsin
$355K +$325K +11,164 New