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Name Holding Trade Value Shares
Change
Change in
Stake
VDI
551
Vaughan David Investments
Illinois
$214K – – –
JCM
552
JS Capital Management
New York
$214K +$215K +3,900 New
NIMI
553
Natixis Investment Managers International
France
$213K +$214K +3,890 New
BHWM
554
Bar Harbor Wealth Management
New Hampshire
$212K -$7.49K -136 -3%
IA
555
IFP Advisors
Florida
$209K +$21.3K +387 +11%
Cetera Investment Advisers
556
Cetera Investment Advisers
Illinois
$209K +$210K +3,805 New
LSV Asset Management
557
LSV Asset Management
Illinois
$208K +$209K +3,800 New
FAT
558
First American Trust
California
$206K -$3.14M -56,952 -94%
MC
559
Moors & Cabot
Massachusetts
$204K -$8.54K -155 -4%
MAFM
560
Mid Atlantic Financial Management
Pennsylvania
$202K +$203K +3,682 New
EFSCE
561
Enterprise Financial Services Corp (EFSC)
Missouri
$201K – – –
IA
562
IndexIQ Advisors
New York
$200K +$93.1K +1,690 +86%
APP
563
Alpha Paradigm Partners
Illinois
$197K +$197K +3,579 New
Group One Trading
564
Group One Trading
Illinois
$196K +$196K +3,565 New
BWM
565
BerganKDV Wealth Management
Minnesota
$183K -$991 -18 -0.5%
TCA
566
Tortoise Capital Advisors
Kansas
$183K +$6.88K +125 +4%
BAM
567
Bellevue Asset Management
Washington
$179K – – –
SFM
568
Systematic Financial Management
New Jersey
$175K +$31.9K +580 +22%
LS
569
Livforsakringsbolaget Skandia
Sweden
$160K – – –
CI
570
CX Institutional
Indiana
$158K +$110 +2 +0.1%
HIA
571
Harbor Investment Advisory
Maryland
$156K +$38.3K +695 +32%
PB
572
Pinnacle Bancorp
Nebraska
$133K – – –
RWA
573
Ropes Wealth Advisors
Massachusetts
$125K -$18.1K -328 -13%
FWM
574
Focused Wealth Management
New York
$117K +$117K +2,125 New
KCM
575
Kathmere Capital Management
Pennsylvania
$112K – – –