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Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
401
Principal Financial Group
Iowa
$495K
Mackenzie Financial
402
Mackenzie Financial
Ontario, Canada
$495K +$146K +3,165 +40%
MCM
403
McKinley Capital Management
Alaska
$488K -$515K -11,142 -50%
BAC
404
Boys Arnold & Co
North Carolina
$483K -$50.7K -1,097 -9%
CCM
405
Catawba Capital Management
Virginia
$475K -$265K -5,740 -35%
BHC
406
Bowen Hanes & Co
Florida
$475K -$225K -4,874 -31%
KAM
407
Kazazian Asset Management
Florida
$462K +$49.8K +1,079 +12%
GF
408
Gabelli Funds
New York
$461K
KWA
409
KCS Wealth Advisory
California
$461K +$481K +10,407 New
LNC
410
Lincoln National Corp
Pennsylvania
$457K +$267K +5,786 +127%
WA
411
WealthTrust Axiom
Pennsylvania
$456K +$15.8K +342 +3%
EP
412
Elkfork Partners
Oregon
$455K
AI
413
Atria Investments
North Carolina
$455K +$69.2K +1,499 +17%
AF
414
Advisornet Financial
Minnesota
$445K +$464K +10,038 New
WB
415
WesBanco Bank
West Virginia
$444K -$9.24K -200 -2%
SMC
416
Smith, Moore & Co
Missouri
$442K +$17.2K +372 +4%
BCP
417
Berkeley Capital Partners
Georgia
$441K -$15.6K -337 -3%
HSA
418
HBK Sorce Advisory
Pennsylvania
$437K -$319K -6,902 -41%
MS
419
Maven Securities
Jersey
$435K +$443K +9,600 New
SGA
420
Strategic Global Advisors
California
$433K
LFAS
421
Level Four Advisory Services
Texas
$429K -$587K -12,699 -57%
1832 Asset Management
422
1832 Asset Management
Ontario, Canada
$428K -$510K -11,040 -53%
BA
423
Ballew Advisors
Mississippi
$426K +$443K +9,600 New
FFA
424
First Foundation Advisors
California
$425K -$284K -6,148 -39%
PWP
425
Private Wealth Partners
California
$420K