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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
551
Next Financial Group
Texas
$304K +$16K +1,055 +5%
AIIMS
552
Analyst IMS Investment Management Services
Israel
$299K – – –
NIT
553
NumerixS Investment Technologies
British Columbia, Canada
$298K +$304K +20,101 New
FPFS
554
First Personal Financial Services
North Carolina
$296K -$1.42K -94 -0.5%
IAMOG
555
Investors Asset Management of Georgia
Georgia
$295K -$18.9K -1,250 -6%
MIC
556
Meridian Investment Counsel
California
$295K +$60.6K +4,003 +25%
KCM
557
Kanawha Capital Management
Virginia
$292K -$13K -859 -4%
IHL
558
Investment House LLC
California
$286K +$291K +19,252 New
GWM
559
Geneos Wealth Management
Colorado
$283K -$2.38K -157 -0.8%
FAN
560
Financial Advisors Network
California
$282K +$288K +19,049 New
FWM
561
Focused Wealth Management
New York
$275K -$409 -27 -0.1%
SOAMC
562
Spirit of America Management Corp
New York
$275K – – –
Fisher Asset Management
563
Fisher Asset Management
Washington
$275K +$40.5K +2,675 +17%
BWM
564
BigSur Wealth Management
Florida
$275K +$278K +18,352 New
SM
565
Sciencast Management
New Jersey
$274K +$280K +18,483 New
TCOT
566
Trust Company of Toledo
Ohio
$273K – – –
JIC
567
Johnson Investment Counsel
Ohio
$273K +$64.5K +4,260 +30%
CLOS
568
Compagnie Lombard Odier SCmA
Switzerland
$271K -$43K -2,838 -13%
CWA
569
Cypress Wealth Advisors
California
$267K – – –
RCAG
570
Rehmann Capital Advisory Group
Michigan
$264K -$18.4K -1,215 -6%
CF
571
CenterStar Fund
Illinois
$264K – – –
QI
572
Quotient Investors
New York
$262K +$267K +17,647 New
BFS
573
Bradley Foster & Sargent
Connecticut
$261K -$19.8K -1,310 -7%
BBHC
574
Brown Brothers Harriman & Co
New York
$258K – – –
AF
575
Allworth Financial
California
$253K -$10.5K -693 -4%