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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
426
Wealthspire Advisors (Maryland)
Maryland
$272K +$37.1K +1,192 +16%
SSI
427
Scott & Selber Inc
Texas
$271K – – –
BHWM
428
Bar Harbor Wealth Management
New Hampshire
$268K +$6.47K +208 +3%
GXMC
429
Global X Management Company
New York
$268K +$70.6K +2,268 +36%
PP
430
Prudential plc
United Kingdom
$265K – – –
QT
431
Quantbot Technologies
New York
$263K -$75.4K -2,424 -23%
Nuveen
432
Nuveen
North Carolina
$259K -$14.2M -457,684 -98%
AIM
433
Anchor Investment Management
South Carolina
$252K – – –
TG
434
TLP Group
Illinois
$252K +$249K +8,000 New
SSG
435
Summit Securities Group
New York
$251K -$624K -20,072 -72%
OWD
436
Osborn Williams & Donohoe
Ohio
$243K – – –
LJHT
437
Laurie J. Hall Trustee
$241K -$37.3K -1,200 -14%
HFS
438
HL Financial Services
Kentucky
$241K +$23.3K +748 +11%
EOJOAM
439
E. Ohman J:or Asset Management
Sweden
$239K – – –
FAM
440
Formidable Asset Management
Ohio
$238K – – –
HSA
441
HBK Sorce Advisory
Pennsylvania
$238K +$235K +7,564 New
SS
442
Simplicity Solutions
Minnesota
$237K +$4.48K +144 +2%
OMCS
443
Old Mutual Customised Solutions
South Africa
$227K – – –
JFGIW
444
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$223K – – –
PCM
445
Penserra Capital Management
California
$222K +$25.4K +816 +13%
FTIOP
446
Fiduciary Trust International of Pennsylvania
Pennsylvania
$221K +$218K +7,020 New
FIM
447
Foresters Investment Management
New York
$215K +$212K +6,808 New
RCAG
448
Rehmann Capital Advisory Group
Michigan
$211K +$1.24K +40 +0.6%
PI
449
Putnam Investments
Massachusetts
$209K -$7.71K -248 -4%
CCM
450
Covington Capital Management
California
$209K +$206K +6,620 New