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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
501
Baldwin Investment Management
Pennsylvania
$298K +$23.2K +450 +9%
BEC
502
Blue Edge Capital
Virginia
$298K
MPPW
503
Mitchell & Pahl Private Wealth
Oklahoma
$294K +$286K +5,534 New
CWA
504
Clearview Wealth Advisors
Oregon
$289K +$281K +5,442 New
BP
505
Ballentine Partners
Massachusetts
$285K
LFAS
506
Level Four Advisory Services
Texas
$285K +$15.9K +307 +6%
PSUF
507
People's United Financial
Connecticut
$284K +$3.98K +77 +1%
FC
508
FORA Capital
Florida
$284K +$275K +5,331 New
FI
509
FormulaFolio Investments
Michigan
$280K +$272K +5,271 New
ICM
510
IMS Capital Management
Oregon
$279K +$2.38K +46 +0.9%
HAM
511
Hammer Asset Management
California
$276K -$15K -290 -5%
BCM
512
Brookstone Capital Management
Illinois
$275K -$47.2K -914 -15%
BIAS
513
Beacon Investment Advisory Services
New Jersey
$275K +$12.7K +246 +5%
SSW
514
Smith Shellnut Wilson
Mississippi
$271K +$263K +5,093 New
NB
515
Northwest Bancshares
Pennsylvania
$270K
IA
516
IndexIQ Advisors
New York
$269K +$87.8K +1,700 +51%
FA
517
FDx Advisors
Illinois
$267K -$3.92K -76 -1%
Luther King Capital Management (LKCM)
518
Luther King Capital Management (LKCM)
Texas
$266K -$7.08K -137 -3%
PPSG
519
Princeton Portfolio Strategies Group
New Jersey
$266K
PAA
520
Peregrine Asset Advisers
Oregon
$266K +$258K +5,000 New
V
521
Veritable
Delaware
$263K -$41.4K -802 -14%
VFA
522
Voya Financial Advisors
Connecticut
$261K -$16.3K -315 -6%
RFM
523
Royal Fund Management
Florida
$261K
HAG
524
HighPoint Advisor Group
Illinois
$261K +$4.18K +81 +2%
TNB
525
TCF National Bank
South Dakota
$258K -$22.9K -444 -8%