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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1026
HBK Sorce Advisory
Pennsylvania
$3.44M +$329K +1,166 +11%
SFFS
1027
Stonehage Fleming Financial Services
Jersey
$3.43M – – –
DRD
1028
Dennis R. Delaney
$3.43M -$123K -435 -4%
CWM
1029
Circle Wealth Management
New Jersey
$3.42M +$287K +1,019 +10%
OCM
1030
Orleans Capital Management
Louisiana
$3.4M +$3.24M +11,485 New
LIM
1031
Leavell Investment Management
Alabama
$3.38M – – –
MAM
1032
Morse Asset Management
Connecticut
$3.37M +$586K +2,080 +22%
MERSOM
1033
Municipal Employees' Retirement System of Michigan
Michigan
$3.36M -$4.07M -14,450 -56%
Lido Advisors
1034
Lido Advisors
California
$3.35M +$504K +1,786 +19%
GIA
1035
Granite Investment Advisors
New Hampshire
$3.32M -$572K -2,028 -15%
NSIM
1036
North Star Investment Management
Illinois
$3.32M +$33K +117 +1%
SM
1037
Sciencast Management
New Jersey
$3.31M +$2.58M +9,167 +442%
HAG
1038
HighPoint Advisor Group
Illinois
$3.29M -$52.7K -187 -2%
RC
1039
RegentAtlantic Capital
New Jersey
$3.27M +$507K +1,800 +19%
SAM
1040
Sandell Asset Management
New York
$3.25M – – –
SCI
1041
Stableford Capital II
Arizona
$3.23M +$73.9K +262 +2%
TCBWMS
1042
Texas Capital Bank Wealth Management Services
Texas
$3.23M +$729K +2,586 +31%
BO
1043
Bank OZK
Arkansas
$3.21M +$97.8K +347 +3%
CGL
1044
Clarius Group LLC
Washington
$3.2M +$1.04M +3,685 +52%
BFM
1045
Boothbay Fund Management
New York
$3.18M +$1.25M +4,447 +71%
MCM
1046
McKinley Capital Management
Alaska
$3.18M -$36.9K -131 -1%
WGCA
1047
Wolf Group Capital Advisors
Virginia
$3.17M +$28.2K +100 +0.9%
SIP
1048
Stoneridge Investment Partners
Pennsylvania
$3.17M +$95.3K +338 +3%
KA
1049
Kintegral Advisory
New York
$3.16M – – –
IIA
1050
ICW Investment Advisors
Arizona
$3.15M -$75K -266 -2%