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Name Holding Trade Value Shares
Change
Change in
Stake
LOIM
526
Liberty One Investment Management
Illinois
$681K +$68.9K +186 +11%
IF
527
Ironwood Financial
Arizona
$680K – – –
BHC
528
Bowen Hanes & Co
Florida
$679K – – –
GSEP
529
Golden State Equity Partners
California
$675K +$17K +46 +3%
IFG
530
Independent Financial Group
California
$667K -$3.71K -10 -0.5%
SCM
531
Sterling Capital Management
North Carolina
$664K -$489K -1,321 -42%
LCM
532
Legato Capital Management
California
$663K +$676K +1,825 New
VAS
533
Vestmark Advisory Solutions
Massachusetts
$659K -$10.7K -29 -2%
CFA
534
CWS Financial Advisors
Michigan
$659K -$100K -271 -13%
Mariner
535
Mariner
Kansas
$652K -$9.17M -24,760 -93%
C
536
Certuity
Florida
$648K +$223K +603 +51%
IF
537
Intrua Financial
Texas
$647K -$18.2K -49 -3%
EHC
538
Everett Harris & Co
California
$647K – – –
Nomura Holdings
539
Nomura Holdings
Japan
$647K +$312K +842 +90%
AIA
540
Affinity Investment Advisors
California
$641K +$117K +316 +22%
CFG
541
Carter Financial Group
Illinois
$635K +$4.08K +11 +0.6%
GT
542
Glenview Trust
Kentucky
$628K -$48.2K -130 -7%
GI
543
GAMCO Investors
Connecticut
$627K – – –
ZIC
544
ZWJ Investment Counsel
Georgia
$627K – – –
VWM
545
Venturi Wealth Management
Texas
$621K +$89.7K +242 +16%
GAM
546
Groupama Asset Management
France
$620K -$73.4K -198 -10%
VCM
547
Versant Capital Management
Arizona
$617K +$186K +503 +42%
GIA
548
Gateway Investment Advisers
Ohio
$616K +$130K +351 +26%
BAAM
549
Baker Avenue Asset Management
California
$611K +$52.6K +142 +9%
FPCG
550
Forum Private Client Group
Indiana
$608K +$4.08K +11 +0.7%