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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
526
Moseley Investment Management
Florida
$262K +$259K +1,071 New
Verition Fund Management
527
Verition Fund Management
Connecticut
$262K +$259K +1,071 New
HBT
528
Hills Bank & Trust
Iowa
$258K – – –
VC
529
Vicus Capital
Pennsylvania
$257K – – –
CL
530
CPWM LLC
Washington
$252K -$1.21K -5 -0.5%
CPIG
531
Chicago Partners Investment Group
Illinois
$252K +$11.8K +49 +5%
SS
532
Simplicity Solutions
Minnesota
$247K +$243K +1,008 New
PA
533
Pinnacle Associates
New York
$245K -$18.3K -76 -7%
LIA
534
LBMC Investment Advisors
Tennessee
$245K – – –
MIH
535
Meitav Investment House
Israel
$245K – – –
MMPW
536
Mitchell McLeod Pugh & Williams
Alabama
$245K – – –
RHBC
537
R.H. Bluestein & Co
Michigan
$245K – – –
FGAM
538
Financial Gravity Asset Management
Texas
$245K +$241 +1 New
BFS
539
Bard Financial Services
Connecticut
$245K +$6.03K +25 +3%
AFG
540
Albion Financial Group
Utah
$245K +$241K +1,000 New
SGA
541
Sustainable Growth Advisers
Connecticut
$244K +$241K +999 New
Lazard Asset Management
542
Lazard Asset Management
New York
$244K +$241K +1,000 New
First Manhattan
543
First Manhattan
New York
$242K +$40.1K +166 +20%
NFC
544
Northeast Financial Consultants
Connecticut
$238K +$6.03K +25 +3%
SCA
545
Snowden Capital Advisors
New York
$237K -$7.24K -30 -3%
PFO
546
Pathstone Family Office
New Jersey
$237K +$7.72K +32 +3%
FFA
547
First Foundation Advisors
California
$235K +$232K +962 New
SG
548
StoneX Group
New York
$234K +$231K +955 New
CI
549
Cigna Investments
Connecticut
$232K +$8.21K +34 +4%
BWP
550
Baldwin Wealth Partners
Massachusetts
$231K – – –