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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
Modera Wealth Management
New Jersey
$642K +$591K +20,044 New
P
602
&Partners
Tennessee
$641K – – –
PDN
603
Pensionfund DSM Netherlands
Netherlands
$641K – – –
BAMF
604
BI Asset Management Fondsmaeglerselskab
Denmark
$639K – – –
Cerity Partners
605
Cerity Partners
New York
$638K +$92.4K +3,134 +19%
NFG
606
Nations Financial Group
Iowa
$631K +$91.9K +3,118 +19%
PCM
607
Poehling Capital Management
Wisconsin
$630K -$5.9K -200 -1%
PWA
608
Providence Wealth Advisors
Illinois
$630K – – –
EF
609
Empirical Finance
Pennsylvania
$630K +$155K +5,270 +37%
CCG
610
Cypress Capital Group
Florida
$627K -$7.67K -260 -1%
LA
611
LVW Advisors
New York
$627K +$7.31K +248 +1%
QCM
612
Quantinno Capital Management
New York
$624K +$574K +19,466 New
SYBT
613
Stock Yards Bank & Trust
Kentucky
$623K +$13.6K +460 +2%
GC
614
Giverny Capital
Quebec, Canada
$622K – – –
IC
615
Intersect Capital
California
$621K +$766 +26 +0.1%
OIA
616
OneDigital Investment Advisors
Kansas
$617K +$7.78K +264 +1%
IA
617
IndexIQ Advisors
New York
$616K -$19.5K -662 -3%
LW
618
Linscomb Wealth
Texas
$616K -$4.54K -154 -0.8%
PCM
619
Perkins Capital Management
Minnesota
$615K – – –
GCM
620
Gladius Capital Management
Illinois
$612K +$563K +19,088 New
IRF
621
IBM Retirement Fund
New York
$610K -$388K -13,168 -41%
CB
622
Community Bank
New York
$608K -$285K -9,660 -34%
Adage Capital Partners
623
Adage Capital Partners
Massachusetts
$607K -$14.4M -487,018 -96%
CCM
624
Carlson Capital Management
Minnesota
$605K +$43.3K +1,470 +8%
HFG
625
Heron Financial Group
New York
$604K – – –