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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
526
Concentric Wealth Management
California
$319K -$35.8K -2,253 -11%
V
527
Veritable
Delaware
$318K -$115K -7,252 -28%
FNBT
528
FineMark National Bank & Trust
Florida
$315K -$218K -13,715 -43%
BO
529
BRR OpCo
Ohio
$311K -$731 -46 -0.3%
MIC
530
Meridian Investment Counsel
California
$304K +$8.26K +520 +3%
JC
531
Jacobs & Co
California
$302K -$52.3K -3,294 -16%
PFM
532
Parsec Financial Management
North Carolina
$301K +$275K +17,290 New
QP
533
Quilter Plc
United Kingdom
$298K +$7.94K +500 +3%
Connor, Clark & Lunn Investment Management (CC&L)
534
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$291K -$2.13M -133,969 -89%
ANI
535
American National Insurance
Texas
$290K
BIAS
536
Beacon Investment Advisory Services
New Jersey
$288K -$26.5K -1,670 -9%
IRC
537
Investors Research Corp
Georgia
$288K
PAM
538
Palisade Asset Management
Minnesota
$288K
CICI
539
Capital Investment Counsel Inc
North Carolina
$285K -$70.9K -4,460 -21%
CIS
540
Capital International Sarl
California
$285K
TRCT
541
Tower Research Capital (TRC)
New York
$281K +$141K +8,877 +123%
EI
542
Ethic Inc
New York
$279K -$13.2K -829 -5%
RIL
543
Rothschild Investment LLC
Illinois
$279K +$254K +16,006 New
SEC
544
Seven Eight Capital
New York
$279K +$255K +16,031 New
BIM
545
Bridgecreek Investment Management
Oklahoma
$275K
MFG
546
Menard Financial Group
Texas
$274K +$250K +15,741 New
LS
547
Livforsakringsbolaget Skandia
Sweden
$273K
TNB
548
TCF National Bank
South Dakota
$270K +$207K +13,000 New
PSUF
549
People's United Financial
Connecticut
$269K -$18K -1,131 -7%
PWPS
550
Pinnacle Wealth Planning Services
Ohio
$269K -$11.5K -721 -4%