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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
901
Bar Harbor Wealth Management
New Hampshire
$4.71M +$240K +4,816 +5%
VFA
902
Valeo Financial Advisors
Indiana
$4.68M +$265K +5,316 +6%
NS
903
NBC Securities
Alabama
$4.68M -$23K -461 -0.5%
LOAMS
904
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.67M +$2.35M +47,063 +101%
HIP
905
Harrell Investment Partners
Texas
$4.66M +$49K +982 +1%
SCM
906
Stonebridge Capital Management
California
$4.65M -$73.6K -1,475 -2%
SA
907
Shilanski & Associates
Alaska
$4.64M +$14.4K +288 +0.3%
PFA
908
Pathway Financial Advisers
Indiana
$4.6M +$23.1K +464 +0.5%
BCFS
909
Butensky & Cohen Financial Security
Florida
$4.6M +$95.4K +1,913 +2%
GHAM
910
Gilman Hill Asset Management
Connecticut
$4.58M -$14.7K -295 -0.3%
IFAM
911
Institutional & Family Asset Management
Colorado
$4.58M +$167K +3,350 +4%
EAM
912
Evanson Asset Management
California
$4.58M -$9.43K -189 -0.2%
SIA
913
Strategic Investment Advisors
Michigan
$4.57M +$47.7K +956 +1%
AC
914
Annandale Capital
Texas
$4.54M -$20K -400 -0.4%
SAG
915
SageView Advisory Group
California
$4.54M -$946K -18,964 -17%
SIA
916
Sit Investment Associates
Minnesota
$4.52M -$526K -10,550 -10%
EA
917
Ellsworth Advisors
Ohio
$4.52M +$298K +5,982 +7%
Public Sector Pension Investment Board (PSP Investments)
918
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.52M -$10M -201,307 -69%
SP
919
Stablepoint Partners
Massachusetts
$4.51M +$362K +7,264 +9%
ORAM
920
One River Asset Management
Connecticut
$4.49M -$802K -16,067 -15%
GWM
921
Greenwich Wealth Management
Connecticut
$4.49M +$76.7K +1,537 +2%
MAWAG
922
Mid-American Wealth Advisory Group
Missouri
$4.49M +$341K +6,839 +8%
CSUI
923
Cincinnati Specialty Underwriters Insurance
Ohio
$4.47M – – –
NC
924
Nicholas Company
Wisconsin
$4.46M -$2.25M -45,140 -34%
BL
925
BFSG LLC
California
$4.46M -$21K -420 -0.5%