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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
576
Cobblestone Capital Advisors
New York
$518K +$50.7K +784 +11%
HL
577
HeadInvest LLC
Maine
$517K – – –
SS
578
Simplicity Solutions
Minnesota
$515K -$382K -5,912 -43%
CAN
579
Cetera Advisor Networks
California
$514K +$171K +2,649 +51%
LOAME
580
Lombard Odier Asset Management (Europe)
United Kingdom
$509K – – –
CFN
581
Cordasco Financial Network
Florida
$507K – – –
WP
582
WMS Partners
Maryland
$505K +$19.1K +295 +4%
YP
583
Yellowstone Partners
Idaho
$505K +$223K +3,443 +81%
GVT
584
Genesee Valley Trust
New York
$500K -$1.03K -16 -0.2%
LC
585
Loews Corp
New York
$498K – – –
CLOS
586
Compagnie Lombard Odier SCmA
Switzerland
$498K +$29.9K +462 +6%
TAM
587
Tocqueville Asset Management
New York
$495K -$20.8K -321 -4%
ACM
588
Alethea Capital Management
Washington
$493K -$51.7K -800 -10%
LIC
589
Lodestar Investment Counsel
Illinois
$493K -$8.41K -130 -2%
AAS
590
Annex Advisory Services
Wisconsin
$492K +$5.11K +79 +1%
HBT
591
Hills Bank & Trust
Iowa
$488K -$791K -12,240 -62%
CAS
592
Cue Advisory Services
Arizona
$477K +$3.75K +58 +0.8%
WA
593
Winfield Associates
Ohio
$476K – – –
SIA
594
SeaBridge Investment Advisors
New Jersey
$469K – – –
HIC
595
Holderness Investments Company
North Carolina
$462K – – –
NL
596
NWAM LLC
Washington
$458K -$24.8K -383 -5%
WIA
597
Westbourne Investment Advisors
Maryland
$456K -$90.5K -1,400 -17%
SI
598
SII Investments
Wisconsin
$456K -$14.3K -221 -3%
AI
599
ArchPoint Investors
Florida
$452K – – –
AP
600
Advisor Partners
California
$450K +$36.1K +558 +9%