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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1251
Lee Financial
Texas
$668K -$12.9K -62 -2%
RIM
1252
Regent Investment Management
Kentucky
$666K -$19.8K -95 -3%
PSC
1253
Prentiss Smith & Co
Vermont
$663K +$20.9K +100 +3%
GCAC
1254
Guardian Capital Advisors (Canada)
Ontario, Canada
$661K -$93.9K -450 -13%
WP
1255
WealthPLAN Partners
Nebraska
$661K -$50.5K -242 -6%
BS
1256
Banco Santander
Spain
$651K -$28.2K -135 -4%
TCOT
1257
Trust Company of Toledo
Ohio
$646K – – –
GAG
1258
GM Advisory Group
New York
$644K -$125K -600 -17%
SIM
1259
SSI Investment Management
California
$643K -$2.92K -14 -0.5%
IWC
1260
Integrated Wealth Concepts
Massachusetts
$643K +$98.9K +474 +20%
CCP
1261
Corient Capital Partners
California
$642K – – –
ONB
1262
Old National Bancorp
Indiana
$640K +$16.7K +80 +3%
LMIM
1263
Lockheed Martin Investment Management
Maryland
$639K +$599K +2,870 New
MCWS
1264
McKinley Carter Wealth Services
West Virginia
$635K +$3.75K +18 +0.6%
CIA
1265
CSat Investment Advisory
Michigan
$619K -$169K -810 -23%
JFGIW
1266
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$618K – – –
HFM
1267
Hartford Financial Management
Connecticut
$613K -$27.7K -133 -5%
PG
1268
Patten Group
Tennessee
$613K – – –
CFG
1269
Citizens Financial Group
Rhode Island
$612K -$17.9K -86 -3%
OSAM
1270
O'Shaughnessy Asset Management
Connecticut
$606K -$417 -2 -0.1%
MBT
1271
Montecito Bank & Trust
California
$604K +$143K +687 +34%
QSS
1272
Quantitative Systematic Strategies
Florida
$601K -$1.82M -8,720 -76%
PMFA
1273
Plante Moran Financial Advisors
Michigan
$600K -$346K -1,660 -38%
MPI
1274
Mairs & Power Inc
Minnesota
$600K – – –
GRP
1275
Global Retirement Partners
California
$599K -$8.55K -41 -1%
49 50
51
52 53