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Name Holding Trade Value Shares
Change
Change in
Stake
AW
326
Alpha Windward
Massachusetts
$441K +$49.8K +355 +12%
WAM
327
World Asset Management
Michigan
$423K +$12.8K +91 +3%
CNBT
328
Canandaigua National Bank & Trust
New York
$415K -$1.12K -8 -0.3%
GEM
329
Global Endowment Management
North Carolina
$415K
Creative Planning
330
Creative Planning
Kansas
$411K -$38.4K -274 -8%
GHA
331
GW Henssler & Associates
Georgia
$404K +$407K +2,900 New
BAMF
332
BI Asset Management Fondsmaeglerselskab
Denmark
$398K +$401K +2,856 New
AF
333
AMG Funds
Connecticut
$396K -$23.4K -167 -6%
CAM
334
Cozad Asset Management
Illinois
$395K -$695K -4,955 -64%
AC
335
Abbrea Capital
California
$394K
MLL
336
Moody Lynn & Lieberson
Massachusetts
$393K -$6.73K -48 -2%
SG Americas Securities
337
SG Americas Securities
New York
$392K -$3.45M -24,610 -90%
LOAMS
338
Lombard Odier Asset Management (Switzerland)
Switzerland
$387K -$859K -6,127 -69%
BBWA
339
Bell & Brown Wealth Advisors
California
$384K
MFG
340
MidWestOne Financial Group
Iowa
$371K +$374K +2,665 New
AA
341
ALPS Advisors
Colorado
$365K -$19.5K -139 -5%
LTFS
342
Ladenburg Thalmann Financial Services
Florida
$356K +$8.84K +63 +3%
C
343
Cerebellum
California
$356K +$30K +214 +9%
SPIA
344
Steward Partners Investment Advisory
New York
$349K -$2.38K -17 -0.7%
FL
345
Fort LP
Maryland
$348K -$144K -1,028 -29%
OI
346
Oakbrook Investments
Illinois
$348K
P
347
Pitcairn
Pennsylvania
$344K -$396K -2,821 -53%
LFAS
348
Level Four Advisory Services
Texas
$339K +$67.2K +479 +25%
TAM
349
Tiverton Asset Management
Delaware
$326K -$46K -328 -12%
Kovitz Investment Group Partners
350
Kovitz Investment Group Partners
Illinois
$322K +$324K +2,310 New