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Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
501
Punch & Associates Investment Management
Minnesota
$919K
FFSOTS
502
Fiduciary Financial Services of The Southwest
Texas
$918K -$29.8K -265 -3%
CI
503
Conning Inc
Connecticut
$899K +$6.75K +60 +0.8%
DWA
504
Douglass Winthrop Advisors
New York
$889K +$589K +5,228 +208%
MHS
505
M Holdings Securities
Oregon
$874K +$10.7K +95 +1%
ICAS
506
Investors Capital Advisory Services
Massachusetts
$872K -$680K -6,036 -44%
IB
507
Intrust Bank
Kansas
$862K +$19.1K +170 +2%
IMAS
508
ID Management A/S
Denmark
$861K +$844K +7,500 New
MFS
509
MSI Financial Services
Massachusetts
$853K +$107K +951 +15%
SACTSONJ
510
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$816K
EP
511
Edgestream Partners
New Jersey
$810K +$795K +7,058 New
TBA
512
Tower Bridge Advisors
Pennsylvania
$807K
RCM
513
Riverpark Capital Management
New York
$792K
Daiwa Securities Group
514
Daiwa Securities Group
Japan
$781K -$45K -400 -6%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$764K +$744K +6,605 +12,702%
KFS
516
Kurt F. Somerville
$763K
AIA
517
Alerus Investment Advisors
Minnesota
$758K
AF
518
Arrow Financial
New York
$749K -$7.32K -65 -1%
Citadel Advisors
519
Citadel Advisors
Florida
$745K -$14.3M -127,301 -95%
GWI
520
Grace & White Inc
New York
$735K
Thrivent Financial for Lutherans
521
Thrivent Financial for Lutherans
Minnesota
$729K
EFS
522
Essex Financial Services
Connecticut
$714K -$11.3K -100 -2%
PIA
523
Peachtree Investment Advisors
Georgia
$689K
Jones Financial Companies
524
Jones Financial Companies
Missouri
$678K +$19.9K +177 +3%
CC
525
ClearArc Capital
Ohio
$667K +$16.7K +148 +3%