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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
351
Deltec Asset Management
New York
$634K
MNBTD
352
Moody National Bank Trust Division
Texas
$628K
VI
353
Versor Investments
New York
$626K +$391K +3,619 +157%
V
354
Veritable
Delaware
$625K +$1.51K +14 +0.2%
CGH
355
Crossmark Global Holdings
Texas
$625K +$1.73K +16 +0.3%
PFSC
356
Peoples Financial Services Corp
Pennsylvania
$613K
RVPG
357
Relative Value Partners Group
$603K +$616K +5,706 New
EOJOAM
358
E. Ohman J:or Asset Management
Sweden
$602K -$108K -1,000 -15%
BC
359
Bartlett & Co
Ohio
$580K
BCWM
360
Bartlett & Co Wealth Management
Ohio
$580K
CAM
361
Cresset Asset Management
Illinois
$577K -$1.08K -10 -0.2%
DT
362
Diversified Trust
Tennessee
$575K +$330K +3,055 +128%
SAS
363
Stelac Advisory Services
New York
$574K
Thrivent Financial for Lutherans
364
Thrivent Financial for Lutherans
Minnesota
$568K -$4.97M -46,003 -90%
EWM
365
Empirical Wealth Management
Washington
$556K +$155K +1,440 +38%
RFC
366
Regions Financial Corp
Alabama
$554K
Mercer Global Advisors
367
Mercer Global Advisors
Colorado
$546K -$173K -1,601 -24%
PAG
368
Private Advisor Group
New Jersey
$538K -$30.2K -280 -5%
KeyBank National Association
369
KeyBank National Association
Ohio
$538K -$9.71K -90 -2%
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$535K -$42.7K -396 -7%
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$527K +$41.5K +384 +8%
CC
372
Chicago Capital
Illinois
$524K
MC
373
Moors & Cabot
Massachusetts
$520K -$69.8K -647 -12%
S
374
Seeyond
France
$511K -$28.4K -263 -5%
ACM
375
AlphaCrest Capital Management
New York
$500K +$106K +983 +26%