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Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
551
Sound Financial Strategies Group
Mississippi
$653K -$192K -1,001 -21%
PGFC
552
Peapack-Gladstone Financial Corp
New Jersey
$651K -$73.1K -380 -9%
BFS
553
Bradley Foster & Sargent
Connecticut
$642K -$2.88K -15 -0.4%
P
554
Pitcairn
Pennsylvania
$637K +$4.81K +25 +0.7%
PFC
555
Phocas Financial Corp
California
$635K – – –
IC
556
IEQ Capital
California
$634K -$1.22M -6,355 -64%
WI
557
Wahed Invest
New York
$631K +$49.2K +256 +8%
WA
558
Wealth Alliance
New York
$627K +$5K +26 +0.7%
PMA
559
Prudent Man Advisors
Illinois
$627K +$18.5K +96 +3%
LWCFA
560
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$620K -$5.38K -28 -0.7%
NSAM
561
North Star Asset Management
Wisconsin
$616K – – –
AA
562
Ancora Advisors
Ohio
$615K – – –
TH
563
TCTC Holdings
Texas
$615K -$115K -600 -15%
QCG
564
Quadrant Capital Group
Ohio
$613K +$192K +999 +40%
PAM
565
Panagora Asset Management
Massachusetts
$613K +$2.5K +13 +0.4%
VI
566
Versor Investments
New York
$607K -$378K -1,965 -36%
TCOT
567
Trust Company of Toledo
Ohio
$602K – – –
SAM
568
Shell Asset Management
Netherlands
$599K – – –
SF
569
SageOak Financial
Oklahoma
$594K – – –
WIA
570
World Investment Advisors
California
$587K -$2.31K -12 -0.4%
CPA
571
Capital Planning Advisors
California
$587K -$192 -1 -0%
GPA
572
Guerra Pan Advisors
New Jersey
$583K – – –
AC
573
AXQ Capital
New Jersey
$582K +$637K +3,311 New
CI Investments Inc
574
CI Investments Inc
Ontario, Canada
$579K +$68.5K +356 +12%
MFG
575
Merit Financial Group
Georgia
$578K +$21.9K +114 +4%