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Name Holding Trade Value Shares
Change
Change in
Stake
LGA
626
Lebenthal Global Advisors
New York
$477K +$538K +10,093 New
UCFA
627
United Capital Financial Advisors
Texas
$476K -$80.3K -1,506 -13%
GA
628
GoalVest Advisory
New York
$475K +$536K +10,064 New
MGP
629
Metis Global Partners
California
$473K -$46.4K -871 -8%
LD
630
Lipe & Dalton
New York
$473K – – –
CAM
631
Costello Asset Management
Pennsylvania
$473K +$533K +10,000 New
GIM
632
Groesbeck Investment Management
New Jersey
$470K -$53K -994 -9%
RIG
633
Roosevelt Investment Group
New York
$466K – – –
PA
634
Profund Advisors
Maryland
$464K -$153K -2,866 -23%
GG
635
Gofen & Glossberg
Illinois
$464K -$26.6K -500 -5%
SFA
636
Sequoia Financial Advisors
Ohio
$463K +$3.15K +59 +0.6%
LOAMU
637
Lombard Odier Asset Management (USA)
New York
$463K +$131K +2,459 +34%
SAI
638
Systematic Alpha Investments
New Jersey
$459K – – –
TF
639
TIAA FSB
Florida
$456K -$51.5K -967 -9%
EI
640
Ellevest Inc
New York
$455K -$28.1K -527 -5%
HIM
641
Hillsdale Investment Management
Ontario, Canada
$448K +$504K +9,450 New
LI
642
LMCG Investments
Massachusetts
$447K -$176K -3,305 -26%
BG
643
Bollard Group
Massachusetts
$446K +$1.97K +37 +0.4%
FFM
644
Forum Financial Management
Illinois
$445K +$38.7K +727 +8%
GDP
645
Great Diamond Partners
Maine
$445K +$501K +9,404 New
VFA
646
Valeo Financial Advisors
Indiana
$442K -$28.9K -543 -5%
TWC
647
TD Waterhouse Canada
Ontario, Canada
$442K +$7.57K +142 +2%
WS
648
Wedbush Securities
California
$439K -$77.3K -1,450 -14%
CGL
649
Clarius Group LLC
Washington
$437K +$13.5K +254 +3%
MC
650
Machina Capital
France
$437K +$492K +9,229 New