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Name Holding Trade Value Shares
Change
Change in
Stake
WIS
301
Wright Investors Service
Connecticut
$625K +$634K +9,852 New
HW
302
Hancock Whitney
Mississippi
$624K -$129K -1,999 -17%
CTA
303
Colonial Trust Advisors
South Carolina
$597K +$126K +1,960 +26%
Creative Planning
304
Creative Planning
Kansas
$595K +$20.5K +318 +4%
LMGAM
305
Liberty Mutual Group Asset Management
Massachusetts
$595K +$105K +1,636 +21%
CBT
306
Capital Bank & Trust
California
$584K +$594K +9,224 New
AAM
307
Azzad Asset Management
Virginia
$561K +$570K +8,861 New
OAM
308
Oxford Asset Management
United Kingdom
$559K -$18.9K -294 -3%
AMI
309
Amica Mutual Insurance
Rhode Island
$558K
CT
310
Cambridge Trust
Massachusetts
$554K +$50.7K +788 +10%
FA
311
FDx Advisors
Illinois
$552K +$276K +4,284 +97%
V
312
Veritable
Delaware
$550K +$132K +2,051 +31%
MCIM
313
Meadow Creek Investment Management
Georgia
$546K -$85.2K -1,323 -13%
SEIA
314
Signature Estate & Investment Advisors
California
$546K +$57.9K +899 +12%
TRCT
315
Tower Research Capital (TRC)
New York
$541K -$98.7K -1,533 -15%
MC
316
Moors & Cabot
Massachusetts
$541K +$4.63K +72 +0.8%
DADC
317
D.A. Davidson & Co
Montana
$540K -$570K -8,849 -51%
N
318
Natixis
France
$532K +$79.8K +1,240 +17%
SIM
319
Sentry Investment Management
Wisconsin
$528K +$5.15K +80 +1%
LPL Financial
320
LPL Financial
California
$524K +$518K +8,053 New
KeyBank National Association
321
KeyBank National Association
Ohio
$522K +$137K +2,130 +35%
PL
322
Parkwood LLC
Ohio
$502K -$84.4K -1,311 -14%
IG
323
ING Group
Netherlands
$501K +$3.41K +53 +0.7%
FHAM
324
Folger Hill Asset Management
New York
$497K +$505K +7,840 New
GL
325
GLG LLC
New York
$495K -$58.4K -907 -10%