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Name Holding Trade Value Shares
Change
Change in
Stake
NIC
551
Northwest Investment Counselors
Oregon
$763K -$6.03K -200 -0.9%
FPS
552
Fieldpoint Private Securities
Connecticut
$762K -$15.4K -510 -2%
SICM
553
Sustainable Insight Capital Management
New York
$758K +$332K +11,020 +92%
HFM
554
Harvest Fund Management
China
$745K – – –
RWA
555
Ropes Wealth Advisors
Massachusetts
$740K -$6.03K -200 -0.8%
Vanguard Personalized Indexing Management
556
Vanguard Personalized Indexing Management
California
$730K +$350K +11,630 +111%
CAN
557
Claraphi Advisory Network
United States
$729K +$665K +22,060 New
PAS
558
Park Avenue Securities
New York
$721K +$93.7K +3,110 +17%
EGA
559
E&G Advisors
Texas
$717K – – –
EMG
560
ETF Managers Group
New Jersey
$711K +$90.7K +3,010 +16%
SFS
561
Sowell Financial Services
Arkansas
$708K -$156K -5,180 -19%
JA
562
JLB & Associates
Michigan
$698K +$326K +10,810 +105%
WFC
563
Western Financial Corp
California
$695K +$19.3K +640 +3%
CIP
564
Chartwell Investment Partners
Pennsylvania
$694K – – –
SWM
565
SeaCrest Wealth Management
New York
$693K -$643K -21,330 -50%
CIC
566
Cornercap Investment Counsel
Georgia
$689K +$628K +20,840 New
AF
567
Advisornet Financial
Minnesota
$680K +$54.2K +1,800 +10%
CI
568
Conning Inc
Connecticut
$675K -$58.8K -1,950 -9%
JFGIW
569
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$674K +$4.52K +150 +0.7%
MYAM
570
Meiji Yasuda Asset Management
Japan
$672K +$232K +7,700 +61%
SFM
571
Systematic Financial Management
New Jersey
$669K +$4.52K +150 +0.7%
MA
572
Mutual Advisors
Nebraska
$667K -$3.01K -100 -0.5%
MMPW
573
Mitchell McLeod Pugh & Williams
Alabama
$666K – – –
CL
574
CPWM LLC
Washington
$660K +$6.33K +210 +1%
AOWM
575
Alpha Omega Wealth Management
Virginia
$654K -$30.1K -1,000 -5%