Name Holding Trade Value Shares
Change
Change in
Stake
TF
526
TIAA FSB
Florida
$702K -$78.2K -400 -10%
CHAM
527
Clear Harbor Asset Management
Connecticut
$700K – – –
API
528
Advisor Partners II
California
$691K +$110K +565 +20%
VIM
529
Vista Investment Management
Pennsylvania
$689K +$70.4K +360 +12%
SFI
530
Siemens Fonds Invest
Germany
$688K -$44K -225 -6%
AWA
531
Arete Wealth Advisors
Illinois
$685K +$195 +1 +0%
RCA
532
Resonant Capital Advisors
Wisconsin
$682K -$2.35K -12 -0.4%
Simplex Trading
533
Simplex Trading
Illinois
$676K +$550K +2,812 +531%
WF
534
Welch & Forbes
Massachusetts
$673K +$6.06K +31 +0.9%
ACP
535
Aviance Capital Partners
Florida
$670K +$647K +3,312 New
FPFS
536
First Personal Financial Services
North Carolina
$668K – – –
CA
537
Clearstead Advisors
Ohio
$664K +$22.7K +116 +4%
RPCONE
538
Retirement Planning Company of New England
Rhode Island
$661K -$50.8K -260 -7%
NMIMC
539
Northwestern Mutual Investment Management Company
Wisconsin
$654K -$132K -677 -17%
PMA
540
Prudent Man Advisors
Illinois
$651K +$629K +3,220 New
CFG
541
Cooper Financial Group
California
$646K +$104K +533 +20%
BMCM
542
Burns Matteson Capital Management
New York
$638K +$616K +3,152 New
Capstone Investment Advisors
543
Capstone Investment Advisors
New York
$636K -$1.88M -9,629 -75%
V
544
ViaWealth
Kansas
$633K +$592K +3,028 New
EFS
545
Essex Financial Services
Connecticut
$624K +$11.7K +60 +2%
DGAM
546
Desjardins Global Asset Management
Quebec, Canada
$621K +$8.4K +43 +1%
BOTW
547
Bank of the West
California
$606K -$260K -1,332 -31%
FHB
548
First Hawaiian Bank
Hawaii
$602K +$582K +2,980 New
DSC
549
Duncker Streett & Co
Missouri
$600K – – –
CPIA
550
Cornell Pochily Investment Advisors
New York
$595K -$1.95K -10 -0.3%