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Name Holding Trade Value Shares
Change
Change in
Stake
HI
676
Horizon Investments
North Carolina
$259K +$13.5K +337 +5%
WF
677
Welch & Forbes
Massachusetts
$258K -$5.13K -128 -2%
OBGC
678
O'Brien Greene & Co
Pennsylvania
$255K – – –
CLOS
679
Compagnie Lombard Odier SCmA
Switzerland
$254K -$60.2K -1,500 -19%
SP
680
Symmetry Partners
Connecticut
$252K +$259K +6,458 New
BIA
681
Bigelow Investment Advisors
Maine
$251K -$6.82K -170 -3%
PSUF
682
People's United Financial
Connecticut
$249K -$11.1K -277 -4%
WAM
683
Wealthspire Advisors (Maryland)
Maryland
$242K -$15.5K -386 -6%
MAA
684
Mraz Amerine & Associates
California
$242K – – –
ASN
685
Advisory Services Network
Georgia
$240K – – –
CGL
686
Clarius Group LLC
Washington
$240K +$25.8K +644 +12%
HS
687
HighVista Strategies
Massachusetts
$238K -$164K -4,100 -40%
AssetMark Inc
688
AssetMark Inc
California
$236K +$165K +4,105 +211%
MA
689
Montag & Associates
Georgia
$234K – – –
PA
690
Probity Advisors
Texas
$233K -$3.13K -78 -1%
QIM
691
Quest Investment Management
Oregon
$233K +$8.02K +200 +3%
TI
692
Tidal Investments
Wisconsin
$232K +$238K +5,945 New
BC
693
Brinker Capital
Pennsylvania
$230K -$46.9K -1,169 -17%
AWM
694
Altium Wealth Management
New York
$230K +$237K +5,911 New
FIM
695
Freedom Investment Management
Connecticut
$229K +$235K +5,871 New
NSAM
696
North Star Asset Management
Wisconsin
$221K -$52.1K -1,300 -19%
WAS
697
Winch Advisory Services
Wisconsin
$221K +$225K +5,617 +9,362%
FB
698
Fulton Bank
Pennsylvania
$220K -$14.2K -353 -6%
CI
699
Cambiar Investors
Colorado
$219K -$167K -4,171 -43%
SIG
700
Sky Investment Group
Connecticut
$219K – – –