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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
226
Physicians Financial Services
North Carolina
$237K -$8.6K -100 -4%
V
227
Veritable
Delaware
$226K +$213K +2,476 New
TH
228
Timber Hill
Connecticut
$224K -$965K -11,227 -82%
SBH
229
Segall Bryant & Hamill
Illinois
$223K +$210K +2,441 New
AC
230
Addenda Capital
Quebec, Canada
$200K
RIM
231
Ranger International Management
Illinois
$192K
AAM
232
Advisors Asset Management
Colorado
$187K +$176K +2,049 New
NFG
233
Next Financial Group
Texas
$186K +$4.3K +50 +3%
BBHC
234
Brown Brothers Harriman & Co
New York
$178K
HR
235
Howe & Rusling
New York
$173K +$29.7K +345 +22%
JFGIW
236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$163K -$29.7K -345 -16%
CLOS
237
Compagnie Lombard Odier SCmA
Switzerland
$162K -$43K -500 -22%
LOT
238
Lombard Odier Transatlantic
Quebec, Canada
$148K -$43K -500 -24%
AssetMark Inc
239
AssetMark Inc
California
$145K +$43.1K +501 +46%
Simplex Trading
240
Simplex Trading
Illinois
$139K +$131K +1,524 New
MFS
241
MSI Financial Services
Massachusetts
$132K -$18.9K -220 -13%
JCM
242
Jacobi Capital Management
Pennsylvania
$130K
ST
243
Smithfield Trust
Pennsylvania
$123K -$430 -5 -0.4%
KT
244
Kanaly Trust
Texas
$109K -$3.18K -37 -3%
WG
245
Welch Group
Alabama
$108K +$102K +1,182 New
Acadian Asset Management
246
Acadian Asset Management
Massachusetts
$102K +$95.8K +1,114 New
TCOV
247
Trust Company of Vermont
Vermont
$95K +$11K +128 +14%
JIC
248
Joel Isaacson & Co
New York
$93K
S
249
SignatureFD
Georgia
$92K +$28.5K +331 +49%
JFA
250
JNBA Financial Advisors
Minnesota
$92K +$86.1K +1,002 New