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Name Holding Trade Value Shares
Change
Change in
Stake
SS
501
Simplicity Solutions
Minnesota
$300K +$1.14K +22 +0.4%
BIM
502
Baldwin Investment Management
Pennsylvania
$298K +$23.2K +450 +9%
BEC
503
Blue Edge Capital
Virginia
$298K – – –
MPPW
504
Mitchell & Pahl Private Wealth
Oklahoma
$294K +$286K +5,534 New
CWA
505
Clearview Wealth Advisors
Oregon
$289K +$281K +5,442 New
BP
506
Ballentine Partners
Massachusetts
$285K – – –
LFAS
507
Level Four Advisory Services
Texas
$285K +$15.9K +307 +6%
PSUF
508
People's United Financial
Connecticut
$284K +$3.98K +77 +1%
FC
509
FORA Capital
Florida
$284K +$275K +5,331 New
FI
510
FormulaFolio Investments
Michigan
$280K +$272K +5,271 New
ICM
511
IMS Capital Management
Oregon
$279K +$2.38K +46 +0.9%
HAM
512
Hammer Asset Management
California
$276K -$15K -290 -5%
BCM
513
Brookstone Capital Management
Illinois
$275K -$47.2K -914 -15%
BIAS
514
Beacon Investment Advisory Services
New Jersey
$275K +$12.7K +246 +5%
SSW
515
Smith Shellnut Wilson
Mississippi
$271K +$263K +5,093 New
NB
516
Northwest Bancshares
Pennsylvania
$270K – – –
IA
517
IndexIQ Advisors
New York
$269K +$87.8K +1,700 +51%
FA
518
FDx Advisors
Illinois
$267K -$3.92K -76 -1%
Luther King Capital Management (LKCM)
519
Luther King Capital Management (LKCM)
Texas
$266K -$7.08K -137 -3%
PPSG
520
Princeton Portfolio Strategies Group
New Jersey
$266K – – –
PAA
521
Peregrine Asset Advisers
Oregon
$266K +$258K +5,000 New
V
522
Veritable
Delaware
$263K -$41.4K -802 -14%
VFA
523
Voya Financial Advisors
Connecticut
$261K -$16.3K -315 -6%
RFM
524
Royal Fund Management
Florida
$261K – – –
HAG
525
HighPoint Advisor Group
Illinois
$261K +$4.18K +81 +2%