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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
301
Cerity Partners
New York
$327K +$307K +7,231 New
KeyBank National Association
302
KeyBank National Association
Ohio
$326K +$21.1K +497 +7%
RCAG
303
Rehmann Capital Advisory Group
Michigan
$325K +$29.6K +698 +11%
SRC
304
Shufro Rose & Co
New York
$317K
RIL
305
Rothschild Investment LLC
Illinois
$315K -$3.61K -85 -1%
ECM
306
Estabrook Capital Management
New York
$313K +$933 +22 +0.3%
CPA
307
Clear Perspective Advisors
Illinois
$309K -$76.7K -1,807 -21%
GCM
308
Grisanti Capital Management
New York
$307K +$139K +3,280 +94%
CWA
309
Cypress Wealth Advisors
California
$305K +$12.6K +296 +5%
LCP
310
Legacy Capital Partners
Wisconsin
$305K +$285K +6,725 New
FLAM
311
First Light Asset Management
Minnesota
$304K
HPCM
312
High Pointe Capital Management
Illinois
$299K
DADC
313
D.A. Davidson & Co
Montana
$292K -$3.69K -87 -1%
MC
314
Moors & Cabot
Massachusetts
$292K +$25.9K +611 +10%
GI
315
Gradient Investments
Minnesota
$289K +$269K +6,343 +15,471%
CAM
316
Columbia Asset Management
Michigan
$288K
CA
317
Commerzbank Aktiengesellschaft
Germany
$287K -$183K -4,314 -40%
CBU
318
CIBC Bank USA
Illinois
$277K -$30.8K -726 -11%
SCM
319
SOL Capital Management
Maryland
$276K -$8.48K -200 -3%
WCM
320
Weik Capital Management
Pennsylvania
$267K +$2.12K +50 +0.9%
HIC
321
Holderness Investments Company
North Carolina
$267K +$13.2K +310 +6%
CA
322
Continuum Advisory
Idaho
$262K +$246K +5,790 New
William Blair Investment Management
323
William Blair Investment Management
Illinois
$260K +$243K +5,738 New
EAM
324
Eagle Asset Management
Florida
$260K +$245K +5,766 New
SCM
325
Sterling Capital Management
North Carolina
$259K -$59.1K -1,392 -20%