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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
601
Blueshift Asset Management
New Jersey
$326K +$333K +10,267 New
BP
602
BBR Partners
New York
$325K +$3.05K +94 +0.9%
MIS
603
Morningstar Investment Services
Illinois
$324K -$3.4K -105 -1%
CPO
604
Cerity Partners OCIO
New York
$322K -$18K -554 -5%
CCMIC
605
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$318K
LD
606
Lipe & Dalton
New York
$318K
RBFC
607
Roman Butler Fullerton & Co
Missouri
$317K +$1.36K +42 +0.4%
SCM
608
Spreng Capital Management
Ohio
$316K
NAM
609
NorthCoast Asset Management
Connecticut
$315K -$2.98M -92,058 -90%
BW
610
Bison Wealth
Georgia
$315K +$8.65K +267 +3%
NIM
611
NuWave Investment Management
New Jersey
$314K +$317K +9,786 +8,978%
MC
612
Moors & Cabot
Massachusetts
$313K -$15.4K -476 -5%
OWA
613
Octavia Wealth Advisors
Ohio
$312K +$318K +9,823 New
GG
614
Gofen & Glossberg
Illinois
$311K
BP
615
Ballentine Partners
Massachusetts
$310K +$35.2K +1,086 +13%
VWA
616
Visionary Wealth Advisors
Illinois
$309K +$16.2K +500 +5%
FAIM
617
Financial Advocates Investment Management
Washington
$309K +$316K +9,735 New
BIA
618
Bigelow Investment Advisors
Maine
$303K -$107K -3,300 -26%
EGM
619
Engineers Gate Manager
New York
$300K -$821K -25,342 -73%
CWM
620
Cedar Wealth Management
California
$299K
AIC
621
Archer Investment Corporation
Indiana
$297K
BG
622
Bollard Group
Massachusetts
$293K
QCM
623
Quest Capital Management
Texas
$291K +$85.8K +2,646 +41%
PP
624
Paloma Partners
Connecticut
$290K -$193K -5,944 -39%
NB
625
Northwest Bancshares
Pennsylvania
$290K