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Name Holding Trade Value Shares
Change
Change in
Stake
BG
451
Bollard Group
Massachusetts
$184K -$14.9K -1,220 -7%
CI
452
Conning Inc
Connecticut
$183K +$1.1K +90 +0.6%
VIA
453
Vident Investment Advisory
Georgia
$181K -$325K -26,706 -64%
CIC
454
Carnegie Investment Counsel
Ohio
$175K -$2.99K -245 -2%
XWM
455
Xcel Wealth Management
Florida
$172K – – –
PWPS
456
Pinnacle Wealth Planning Services
Ohio
$172K +$4.51K +370 +3%
O
457
Ossiam
France
$172K +$176K +14,445 New
TCOV
458
Trust Company of Vermont
Vermont
$169K -$8.53K -700 -5%
WA
459
Winfield Associates
Ohio
$167K – – –
Lazard Asset Management
460
Lazard Asset Management
New York
$167K +$85.3K +7,000 +100%
Parallax Volatility Advisers
461
Parallax Volatility Advisers
California
$166K -$231K -18,921 -58%
MOS
462
MGO One Seven
Ohio
$166K -$7.51K -616 -4%
FMLI
463
Fukoku Mutual Life Insurance
Japan
$162K – – –
CFGS
464
Concourse Financial Group Securities
Alabama
$161K +$6.56K +538 +4%
RJT
465
Raymond James Trust
Florida
$160K -$87.9K -7,215 -35%
MIP
466
Marietta Investment Partners
Wisconsin
$160K – – –
DWT
467
Dorsey & Whitney Trust
South Dakota
$159K +$19.1K +1,567 +13%
AAM
468
Ascension Asset Management
New York
$158K +$161K +13,214 New
BFA
469
Beacon Financial Advisory
Ohio
$157K +$61 +5 +0%
T
470
TRUADVICE
Florida
$157K +$145K +11,909 New
AWM
471
Altium Wealth Management
New York
$155K -$219 -18 -0.1%
SG Americas Securities
472
SG Americas Securities
New York
$154K -$1.36M -111,875 -90%
TCM
473
Tributary Capital Management
Nebraska
$153K -$4.88K -400 -3%
CHA
474
Cooper/Haims Advisors
New York
$152K -$55.6K -4,564 -26%
KWMG
475
King Wealth Management Group
Florida
$151K +$12 +1 +0%