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Name Holding Trade Value Shares
Change
Change in
Stake
VI
476
Versor Investments
New York
$561K -$536K -2,400 -51%
GAG
477
GM Advisory Group
New York
$553K
BFG
478
Bleakley Financial Group
New Jersey
$545K +$17.4K +78 +4%
NSAM
479
North Star Asset Management
Wisconsin
$541K -$53K -237 -10%
WIA
480
World Investment Advisors
California
$541K +$495K +2,216 New
PAS
481
Park Avenue Securities
New York
$538K -$17.9K -80 -4%
SHFP
482
Second Half Financial Partners
Florida
$523K +$479K +2,144 New
BFC
483
Bedel Financial Consulting
Indiana
$513K
LIM
484
Leavell Investment Management
Alabama
$513K
PI
485
PGGM Investments
Netherlands
$508K +$465K +2,079 New
SFA
486
Sequoia Financial Advisors
Ohio
$506K +$7.6K +34 +2%
WCM
487
Weaver Capital Management
Georgia
$506K +$97.6K +437 +27%
SFI
488
Siemens Fonds Invest
Germany
$495K -$58.3K -261 -6%
MAS
489
Meeder Advisory Services
Ohio
$492K -$28.2K -126 -6%
OGF
490
Orin Green Financial
California
$491K
TIM
491
Thompson Investment Management
Wisconsin
$488K
CP
492
Cumberland Partners
Ontario, Canada
$488K +$447K +2,000 New
HI
493
Horizon Investments
North Carolina
$486K -$48K -215 -10%
PWLP
494
Prio Wealth Limited Partnership
Massachusetts
$483K
PCA
495
Pallas Capital Advisors
Massachusetts
$482K +$162K +724 +56%
WAM
496
Weiss Asset Management
Massachusetts
$475K +$434K +1,944 New
CIA
497
Concurrent Investment Advisors
Florida
$469K +$12.7K +57 +3%
QCG
498
Quadrant Capital Group
Ohio
$467K +$5.81K +26 +1%
DAM
499
Diamant Asset Management
Connecticut
$464K
GLA
500
Good Life Advisors
Pennsylvania
$462K +$670 +3 +0.2%