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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
526
Souders Financial Advisors
Ohio
$614K +$15.6K +670 +3%
WCM
527
Weld Capital Management
New York
$614K +$552K +23,700 New
FPS
528
Fieldpoint Private Securities
Connecticut
$611K +$141K +6,070 +35%
NIC
529
Northwest Investment Counselors
Oregon
$603K
GI
530
GS Investments
Minnesota
$602K +$542K +23,250 New
CI Investments Inc
531
CI Investments Inc
Ontario, Canada
$601K +$312K +13,400 +137%
IIC
532
Ironwood Investment Counsel
Arizona
$591K +$533K +22,850 New
BS
533
Banco Santander
Spain
$589K +$530K +22,730 New
HFM
534
Harvest Fund Management
China
$584K
CI
535
Conning Inc
Connecticut
$580K -$24.5K -1,050 -4%
CCP
536
Corient Capital Partners
California
$576K -$361K -15,470 -41%
EGA
537
E&G Advisors
Texas
$562K +$28K +1,200 +6%
LC
538
Lavaca Capital
Texas
$561K -$20.5K -880 -4%
JWM
539
JGP Wealth Management
Oregon
$551K +$52.2K +2,240 +14%
IA
540
IndexIQ Advisors
New York
$549K +$226K +9,700 +84%
CIP
541
Chartwell Investment Partners
Pennsylvania
$544K +$489K +21,000 New
AC
542
Allstate Corporation
Illinois
$540K +$54.5K +2,340 +13%
AOWM
543
Alpha Omega Wealth Management
Virginia
$539K
HVM
544
Harvest Volatility Management
Connecticut
$536K +$482K +20,690 New
QI
545
Qtron Investments
Massachusetts
$533K
RTC
546
Riverview Trust Company
Washington
$528K
WFC
547
Western Financial Corp
California
$528K +$475K +20,400 New
MA
548
Mutual Advisors
Nebraska
$526K +$4.66K +200 +1%
JFGIW
549
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$524K +$441K +18,910 +1,433%
MMPW
550
Mitchell McLeod Pugh & Williams
Alabama
$522K -$61.3K -2,630 -12%