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Name Holding Trade Value Shares
Change
Change in
Stake
C
476
CEDRUS
Colorado
$395K +$73.8K +4,194 +23%
SFA
477
Sequoia Financial Advisors
Ohio
$393K +$163K +9,274 +70%
FCB
478
First County Bank
Connecticut
$390K +$394K +22,380 New
KA
479
Kintegral Advisory
New York
$389K -$529K -30,098 -57%
MIM
480
Meridiem Investment Management
United Kingdom
$386K
FFM
481
Forum Financial Management
Illinois
$386K
VI
482
Vestcor Inc
New Brunswick, Canada
$385K +$2.74K +156 +0.7%
CBFP
483
Cedar Brook Financial Partners
Ohio
$384K +$11.9K +677 +3%
IC
484
IEQ Capital
California
$384K -$139K -7,875 -26%
AS
485
AM Squared
Hong Kong
$381K +$385K +21,900 New
BAM
486
Blueshift Asset Management
New Jersey
$380K +$383K +21,803 New
HSA
487
HBK Sorce Advisory
Pennsylvania
$372K +$375K +21,350 New
IA
488
IFG Advisory
Georgia
$369K -$4.2K -239 -1%
BTI
489
Blue Trust Inc
Georgia
$369K +$144K +8,187 +55%
GC
490
Gilbert & Cook
Iowa
$361K +$6.3K +358 +2%
ICA
491
Infrastructure Capital Advisors
New York
$360K +$33.1K +1,880 +10%
BF
492
BOK Financial
Oklahoma
$351K +$11.7K +665 +3%
OC
493
Oppenheimer & Co
New York
$350K -$83.8K -4,767 -19%
CBB
494
Citizens Business Bank
California
$348K
SP
495
Symmetry Partners
Connecticut
$347K
BAAM
496
Baker Avenue Asset Management
California
$345K +$348K +19,786 New
Verition Fund Management
497
Verition Fund Management
Connecticut
$342K -$507K -28,820 -59%
SWM
498
Shakespeare Wealth Management
Wisconsin
$338K
CAM
499
Carret Asset Management
New York
$337K
BFS
500
Bradley Foster & Sargent
Connecticut
$333K