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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
426
Wealthspire Advisors (Maryland)
Maryland
$235K +$1.54K +52 +0.7%
LNC
427
Lincoln National Corp
Pennsylvania
$234K +$1.66K +56 +0.8%
SS
428
Simplicity Solutions
Minnesota
$233K -$2.72K -92 -1%
FAM
429
Formidable Asset Management
Ohio
$229K – – –
OMCS
430
Old Mutual Customised Solutions
South Africa
$228K – – –
JFGIW
431
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$223K – – –
HFS
432
HL Financial Services
Kentucky
$218K -$358K -12,104 -64%
PI
433
Putnam Investments
Massachusetts
$218K -$11.8K -400 -5%
CCA
434
Checchi Capital Advisers
California
$214K -$6.39K -216 -3%
RCAG
435
Rehmann Capital Advisory Group
Michigan
$211K +$197K +6,656 New
LS
436
Livforsakringsbolaget Skandia
Sweden
$209K -$627K -21,200 -76%
MDCM
437
Morgan Dempsey Capital Management
Wisconsin
$204K +$52.6K +1,776 +38%
HCA
438
Harbour Capital Advisors
Virginia
$202K +$189K +6,400 New
DSC
439
Duncker Streett & Co
Missouri
$202K – – –
MHIC
440
Marble Harbor Investment Counsel
Massachusetts
$202K +$189K +6,400 New
DADC
441
D.A. Davidson & Co
Montana
$197K -$20.8K -704 -10%
PCM
442
Penserra Capital Management
California
$197K -$10.4K -352 -5%
GXMC
443
Global X Management Company
New York
$197K +$52.4K +1,772 +40%
Bessemer Group
444
Bessemer Group
New Jersey
$190K – – –
PMFA
445
Plante Moran Financial Advisors
Michigan
$172K – – –
BBHC
446
Brown Brothers Harriman & Co
New York
$160K +$70.7K +2,388 +89%
VanEck Associates
447
VanEck Associates
New York
$154K +$10.8K +364 +8%
PAM
448
Paradigm Asset Management
New York
$146K +$136K +4,600 New
FPFS
449
First Personal Financial Services
North Carolina
$144K – – –
FPS
450
Fieldpoint Private Securities
Connecticut
$139K +$130K +4,400 New