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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Connecticut Wealth Management
Connecticut
$212K +$3.58K +34 +2%
KA
502
Kercheville Advisors
Texas
$210K – – –
WIM
503
Westside Investment Management
California
$210K – – –
WFI
504
West Family Investments
California
$206K – – –
SF
505
Safeguard Financial
Wisconsin
$206K +$206K +1,961 New
AIP
506
Ameritas Investment Partners
Nebraska
$205K – – –
IA
507
IFP Advisors
Florida
$204K +$3.58K +34 +2%
OSAM
508
O'Shaughnessy Asset Management
Connecticut
$203K +$203K +1,931 New
CGL
509
Clarius Group LLC
Washington
$202K -$42.2K -401 -17%
VSQM
510
V-Square Quantitative Management
Illinois
$195K +$195K +1,855 New
TWC
511
TD Waterhouse Canada
Ontario, Canada
$185K +$421 +4 +0.2%
GWMI
512
Guardian Wealth Management (Illinois)
Illinois
$183K -$201K -1,908 -52%
Credit Agricole
513
Credit Agricole
France
$178K +$146K +1,389 +463%
FDCDDQ
514
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K – – –
HNB
515
Huntington National Bank
Ohio
$157K +$26K +247 +20%
AI
516
AXS Investments
New York
$154K +$3.15K +30 +2%
SN
517
Sittner & Nelson
Oregon
$131K – – –
PAI
518
Pittenger & Anderson Inc
Nebraska
$126K – – –
SDIC
519
South Dakota Investment Council
South Dakota
$116K -$10.5K -100 -8%
SOAMC
520
Spirit of America Management Corp
New York
$105K – – –
CFB
521
Cullen/Frost Bankers
Texas
$102K – – –
AF
522
Advisornet Financial
Minnesota
$97.7K -$48.3K -459 -33%
SIM
523
Sentry Investment Management
Wisconsin
$94K -$13.9K -132 -13%
BF
524
BOK Financial
Oklahoma
$93.4K -$11.6K -110 -11%
NIMI
525
Natixis Investment Managers International
France
$92.3K -$5.99K -57 -6%