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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
526
Beaumont Financial Advisors
Massachusetts
$319K -$96.2K -6,058 -25%
CWM
527
Concentric Wealth Management
California
$319K -$35.8K -2,253 -11%
V
528
Veritable
Delaware
$318K -$115K -7,252 -28%
FNBT
529
FineMark National Bank & Trust
Florida
$315K -$218K -13,715 -43%
BO
530
BRR OpCo
Ohio
$311K -$731 -46 -0.3%
MIC
531
Meridian Investment Counsel
California
$304K +$8.26K +520 +3%
JC
532
Jacobs & Co
California
$302K -$52.3K -3,294 -16%
PFM
533
Parsec Financial Management
North Carolina
$301K +$275K +17,290 New
QP
534
Quilter Plc
United Kingdom
$298K +$7.94K +500 +3%
Connor, Clark & Lunn Investment Management (CC&L)
535
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$291K -$2.13M -133,969 -89%
ANI
536
American National Insurance
Texas
$290K – – –
BIAS
537
Beacon Investment Advisory Services
New Jersey
$288K -$26.5K -1,670 -9%
IRC
538
Investors Research Corp
Georgia
$288K – – –
PAM
539
Palisade Asset Management
Minnesota
$288K – – –
CICI
540
Capital Investment Counsel Inc
North Carolina
$285K -$70.9K -4,460 -21%
CIS
541
Capital International Sarl
California
$285K – – –
TRCT
542
Tower Research Capital (TRC)
New York
$281K +$141K +8,877 +123%
EI
543
Ethic Inc
New York
$279K -$13.2K -829 -5%
RIL
544
Rothschild Investment LLC
Illinois
$279K +$254K +16,006 New
SEC
545
Seven Eight Capital
New York
$279K +$255K +16,031 New
BIM
546
Bridgecreek Investment Management
Oklahoma
$275K – – –
MFG
547
Menard Financial Group
Texas
$274K +$250K +15,741 New
LS
548
Livforsakringsbolaget Skandia
Sweden
$273K – – –
TNB
549
TCF National Bank
South Dakota
$270K +$207K +13,000 New
PSUF
550
People's United Financial
Connecticut
$269K -$18K -1,131 -7%