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Name Holding Trade Value Shares
Change
Change in
Stake
SS
526
Sunbelt Securities
Texas
$234K +$231K +11,041 New
MC
527
Moors & Cabot
Massachusetts
$230K +$7.13K +341 +3%
FBC
528
Fairfield, Bush & Co
Connecticut
$227K
FT
529
Fiduciary Trust
Massachusetts
$225K -$3.68K -176 -2%
Capstone Investment Advisors
530
Capstone Investment Advisors
New York
$222K +$219K +10,459 New
AAM
531
American Asset Management
Florida
$220K +$6.28K +300 +3%
VSWA
532
Vontobel Swiss Wealth Advisors
Switzerland
$212K -$52.3K -2,500 -20%
SP
533
Successful Portfolios
Florida
$212K -$13.4K -639 -6%
Brown Advisory
534
Brown Advisory
Maryland
$212K +$208K +9,964 New
FSA
535
Financial Sense Advisors
California
$212K +$209K +10,001 New
CIBC Private Wealth Group
536
CIBC Private Wealth Group
Georgia
$210K -$200K -9,568 -49%
AIM
537
Advantage Investment Management
Iowa
$210K +$49.1K +2,349 +31%
PIA
538
Piedmont Investment Advisors
North Carolina
$209K -$33.6K -1,608 -14%
VNB
539
Virginia National Bank
Virginia
$207K +$204K +9,750 New
SB
540
Simmons Bank
Arkansas
$206K +$203K +9,699 New
GT
541
Greenleaf Trust
Michigan
$205K +$203K +9,682 New
NIT
542
NumerixS Investment Technologies
British Columbia, Canada
$203K +$203K +9,700 New
AWA
543
Arete Wealth Advisors
Illinois
$201K -$385K -18,409 -66%
LOAME
544
Lombard Odier Asset Management (Europe)
United Kingdom
$201K +$199K +9,487 New
WAM
545
Wealthspire Advisors (Maryland)
Maryland
$200K +$1.38K +66 +0.7%
VFA
546
Valeo Financial Advisors
Indiana
$186K +$17.7K +847 +10%
LS
547
Livforsakringsbolaget Skandia
Sweden
$183K -$123K -5,900 -41%
SFFS
548
Stonehage Fleming Financial Services
Jersey
$183K
BA
549
Ballew Advisors
Mississippi
$181K +$11K +527 +6%
RCAG
550
Rehmann Capital Advisory Group
Michigan
$176K +$50.8K +2,428 +41%