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Name Holding Trade Value Shares
Change
Change in
Stake
MC
401
Moors & Cabot
Massachusetts
$1.03M -$12.8K -90 -1%
TCM
402
Twin Capital Management
Pennsylvania
$1.03M -$53.9K -380 -5%
SLI
403
Sumitomo Life Insurance
Japan
$1.03M -$61K -430 -6%
RWA
404
Ropes Wealth Advisors
Massachusetts
$1.02M +$284 +2 +0%
Daiwa Securities Group
405
Daiwa Securities Group
Japan
$1.01M -$228K -1,611 -19%
PTC
406
Philadelphia Trust Company
Pennsylvania
$997K
BCV
407
Banque Cantonale Vaudoise
Switzerland
$995K -$747K -5,270 -43%
DT
408
Diversified Trust
Tennessee
$989K +$260K +1,830 +36%
LCOV
409
London Company of Virginia
Virginia
$984K
FNT
410
First National Trust
Pennsylvania
$982K -$43.3K -305 -4%
B
411
Barings
North Carolina
$975K -$274K -1,934 -22%
SCA
412
Stonebridge Capital Advisors
Minnesota
$970K +$54.2K +382 +6%
OAM
413
Occidental Asset Management
California
$944K +$137K +963 +17%
LD
414
Lipe & Dalton
New York
$939K -$11.3K -80 -1%
SFG
415
Summit Financial Group
West Virginia
$935K
HNB
416
Huntington National Bank
Ohio
$931K -$25.5K -180 -3%
ASN
417
Advisory Services Network
Georgia
$926K +$33.9K +239 +4%
QIM
418
Quantitative Investment Management
Virginia
$916K -$2.5M -17,601 -73%
AWM
419
AE Wealth Management
Kansas
$916K +$442K +3,116 +95%
UB
420
UMB Bank
Missouri
$915K
PI
421
PEAK6 Investments
Illinois
$908K +$898K +6,335 New
LOAMS
422
Lombard Odier Asset Management (Switzerland)
Switzerland
$906K +$897K +6,323 New
AP
423
Advisor Partners
California
$896K +$88.6K +625 +11%
Cerity Partners
424
Cerity Partners
New York
$896K +$630K +4,443 +245%
MML Investors Services
425
MML Investors Services
Massachusetts
$891K +$36.7K +259 +4%