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Name Holding Trade Value Shares
Change
Change in
Stake
CAC
626
Certified Advisory Corp
Florida
$209K +$197K +846 New
SIS
627
Sound Income Strategies
Florida
$208K +$21.2K +91 +12%
EM
628
Excalibur Management
Massachusetts
$207K +$196K +840 New
DCM
629
Driehaus Capital Management
Illinois
$205K +$193K +830 New
P
630
Pitcairn
Pennsylvania
$202K +$191K +819 New
GGI
631
Godsey & Gibb Inc
Virginia
$201K +$189K +813 New
HFM
632
Harvest Fund Management
China
$194K +$71.3K +306 +64%
SBSB
633
Sullivan, Bruyette, Speros & Blaney
Virginia
$193K
O
634
Ossiam
France
$190K -$5.34M -22,947 -97%
CG
635
Cutler Group
California
$187K +$177K +760 New
DZ Bank
636
DZ Bank
Germany
$183K -$9.32M -40,000 -98%
ARMC
637
American Research & Management Company
Massachusetts
$176K
PR
638
Payden & Rygel
California
$173K
SOAMC
639
Spirit of America Management Corp
New York
$173K
LC
640
Lindbrook Capital
California
$167K +$1.86K +8 +1%
RA
641
Rational Advisors
New York
$164K +$155K +665 New
CT
642
Clearstead Trust
Maine
$160K
PVH
643
Psagot Value Holdings
Israel
$160K +$45.9K +197 +44%
FDCDDQ
644
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K
VNA
645
Valley National Advisers
Pennsylvania
$159K
CFA
646
Carroll Financial Associates
North Carolina
$157K
CFFP
647
Center for Financial Planning
Michigan
$157K
WR
648
WD Rutherford
Oregon
$157K
WT
649
Washington Trust
Rhode Island
$152K
HI
650
Harbour Investments
Wisconsin
$149K +$140K +601 New