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Name Holding Trade Value Shares
Change
Change in
Stake
SLF
401
Sun Life Financial
Ontario, Canada
$600K -$32.9K -147 -6%
AF
402
Allworth Financial
California
$599K – – –
DAM
403
Doheny Asset Management
California
$599K – – –
BJL
404
Brighton Jones LLC
Washington
$598K -$76.4K -342 -12%
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$590K -$66.4K -297 -11%
AO
406
Advisor OS
Illinois
$581K +$219K +982 +68%
JCM
407
Janney Capital Management
Pennsylvania
$575K – – –
DCM
408
Dupont Capital Management
Delaware
$564K +$13.6K +61 +3%
HBT
409
Heartland Bank & Trust
Illinois
$554K +$517K +2,313 New
OAM
410
Optimal Asset Management
California
$551K – – –
TSWM
411
Triangle Securities Wealth Management
North Carolina
$547K – – –
HNB
412
Huntington National Bank
Ohio
$541K +$1.12K +5 +0.2%
LS
413
Livforsakringsbolaget Skandia
Sweden
$536K +$89.4K +400 +22%
Nomura Holdings
414
Nomura Holdings
Japan
$534K -$6.26M -27,996 -93%
MCM
415
Manchester Capital Management
Vermont
$525K +$9.61K +43 +2%
KeyBank National Association
416
KeyBank National Association
Ohio
$513K +$670 +3 +0.1%
LCM
417
Laurion Capital Management
New York
$512K +$478K +2,137 New
SMH
418
Sanders Morris Harris
Texas
$503K – – –
QI
419
QS Investors
New York
$501K +$155K +695 +50%
CIBC World Market
420
CIBC World Market
Ontario, Canada
$498K +$216K +966 +87%
AA
421
Ancora Advisors
Ohio
$497K – – –
VI
422
Vestcor Inc
New Brunswick, Canada
$489K -$49.6K -222 -10%
BFA
423
Bragg Financial Advisors
North Carolina
$484K +$4.47K +20 +1%
IA
424
IndexIQ Advisors
New York
$482K +$15.9K +71 +4%
Vontobel Holding
425
Vontobel Holding
Switzerland
$478K +$73.8K +330 +20%