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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
526
Valeo Financial Advisors
Indiana
$224K +$121K +6,419 +137%
CIBC World Market
527
CIBC World Market
Ontario, Canada
$224K +$210K +11,127 New
LWM
528
Lenox Wealth Management
Ohio
$222K – – –
FDCDDQ
529
Federation des caisses Desjardins du Quebec
Quebec, Canada
$220K +$8.03K +426 +4%
JT
530
Jump Trading
Illinois
$219K +$205K +10,877 New
RMDI
531
R.M. Davis Inc
Maine
$217K +$203K +10,774 New
PL
532
Parkwood LLC
Ohio
$214K – – –
AIS
533
AlphaOne Investment Services
Pennsylvania
$212K +$34.1K +1,810 +21%
CCB
534
Cutter & Co Brokerage
Missouri
$211K -$41.5K -2,200 -17%
COI
535
Connable Office Inc
Michigan
$209K – – –
Fiera Capital (Canada)
536
Fiera Capital (Canada)
Quebec, Canada
$208K -$60.3K -3,200 -24%
SIM
537
Sigma Investment Management
Oregon
$208K – – –
HPC
538
HM Payson & Co
Maine
$207K -$43.3K -2,295 -18%
BP
539
Ballentine Partners
Massachusetts
$207K -$11.7K -623 -6%
SC
540
SRB Corp
Massachusetts
$207K – – –
MWAC
541
Mariner Wealth Advisors (Cincinnati)
Ohio
$205K – – –
FCM
542
FJ Capital Management
Virginia
$205K +$3.77K +200 +2%
FMLI
543
Fukoku Mutual Life Insurance
Japan
$204K – – –
BMO
544
Beck Mack & Oliver
New York
$202K – – –
HWA
545
HCR Wealth Advisors
California
$202K – – –
CB
546
Community Bank
New York
$195K +$8.62K +457 +5%
AWM
547
AllSquare Wealth Management
New York
$186K – – –
MOS
548
MGO One Seven
Ohio
$183K +$171K +9,086 New
SWA
549
Sutton Wealth Advisors
Florida
$171K – – –
KJWM
550
Kiley Juergens Wealth Management
Washington
$165K +$155K +8,225 New