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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
151
Next Financial Group
Texas
$625K +$393K +2,521 +85%
LCM
152
Lattice Capital Management
Washington
$625K +$858K +5,500 New
MIC
153
Maxi Investments CY
Cyprus
$625K +$858K +5,500 New
AIM
154
Achmea Investment Management
Netherlands
$621K +$852K +5,458 New
MA
155
Mezzasalma Advisors
New Jersey
$599K
First Trust Advisors
156
First Trust Advisors
Illinois
$591K -$28.4K -182 -3%
WS
157
Wedbush Securities
California
$584K -$90.2K -578 -10%
AIG
158
American International Group
New York
$580K +$796K +5,100 New
CG
159
Cutler Group
California
$574K +$509K +3,261 +182%
TMC
160
Trellus Management Company
Florida
$569K +$780K +5,000 New
VAS
161
Vestmark Advisory Solutions
Massachusetts
$568K +$466K +2,985 +148%
CAM
162
Concorde Asset Management
Michigan
$566K +$220K +1,413 +40%
IIA
163
IPG Investment Advisors
California
$563K +$40.6K +260 +6%
IA
164
IAM Advisory
Pennsylvania
$559K -$39.3K -252 -4%
Invesco
165
Invesco
Georgia
$558K +$368K +2,359 +92%
SPIA
166
Steward Partners Investment Advisory
New York
$552K -$219K -1,402 -22%
AWM
167
AE Wealth Management
Kansas
$535K -$337K -2,159 -31%
US Bancorp
168
US Bancorp
Minnesota
$526K -$267K -1,712 -27%
BB
169
Bell Bank
North Dakota
$525K +$720K +4,617 New
CIA
170
Capital Impact Advisors
Massachusetts
$503K +$1.26M +8,052 New
TFA
171
Teamwork Financial Advisors
Texas
$493K -$312K -2,002 -32%
BCM
172
Bayesian Capital Management
New York
$491K +$673K +4,315 New
Handelsbanken Fonder
173
Handelsbanken Fonder
Sweden
$489K -$489K -3,136 -42%
VFA
174
Voya Financial Advisors
Connecticut
$483K +$640K +4,104 New
VOYA Investment Management
175
VOYA Investment Management
Georgia
$464K +$637K +4,085 New