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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
326
First Horizon Advisors
Tennessee
$253K -$29.2K -689 -11%
BSW
327
Buckingham Strategic Wealth
Missouri
$250K -$24.4K -575 -9%
CIM
328
CIM Investment Management
Pennsylvania
$250K – – –
YMRC
329
Yorktown Management & Research Company
Virginia
$249K – – –
SW
330
SVB Wealth
Massachusetts
$247K +$231K +5,453 New
NIT
331
NumerixS Investment Technologies
British Columbia, Canada
$244K +$229K +5,400 New
QCG
332
Quadrant Capital Group
Ohio
$242K +$131K +3,080 +126%
CI
333
Conning Inc
Connecticut
$242K +$227K +5,350 New
V
334
Veritable
Delaware
$241K – – –
VF
335
Virtu Financial
New York
$239K +$224K +5,285 New
FPFS
336
First Personal Financial Services
North Carolina
$233K -$139K -3,271 -39%
Squarepoint
337
Squarepoint
New York
$229K -$8.61K -203 -4%
JFA
338
JNBA Financial Advisors
Minnesota
$228K – – –
GIA
339
Granite Investment Advisors
New Hampshire
$228K +$214K +5,044 New
Cetera Investment Advisers
340
Cetera Investment Advisers
Illinois
$227K +$212K +4,992 New
Lazard Asset Management
341
Lazard Asset Management
New York
$226K – – –
HIMCH
342
Hartford Investment Management Co (HIMCO)
Connecticut
$224K – – –
CAM
343
Carret Asset Management
New York
$222K +$208K +4,900 New
BFS
344
Bradley Foster & Sargent
Connecticut
$218K +$204K +4,818 New
CS
345
Credential Securities
$218K -$509 -12 -0.2%
RTS
346
Round Table Services
New Jersey
$217K +$204K +4,805 New
SWM
347
SVA Wealth Management
Wisconsin
$213K -$1.06M -24,883 -84%
BWAM
348
Boyd Watterson Asset Management
Ohio
$213K +$200K +4,716 New
PCP
349
Proficio Capital Partners
Massachusetts
$210K +$88.5K +2,087 +96%
NERM
350
New England Research & Management
Illinois
$208K +$195K +4,592 New