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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
451
Tortoise Capital Advisors
Kansas
$287K +$69.5K +1,202 +31%
IIM
452
Intact Investment Management
Quebec, Canada
$286K – – –
MML Investors Services
453
MML Investors Services
Massachusetts
$285K +$2.89K +50 +1%
CPSAC
454
Chas P. Smith & Associates (CPS)
Florida
$274K – – –
BCM
455
Bluefin Capital Management
New York
$274K +$278K +4,810 New
SGCA
456
Steel Grove Capital Advisors
Tennessee
$272K -$222K -3,846 -45%
GS
457
Girard Securities
California
$272K -$158K -2,724 -36%
PG
458
Patten Group
Tennessee
$271K – – –
SLAM
459
Swiss Life Asset Management
$271K +$275K +4,750 New
AL
460
Aspiriant LLC
California
$267K +$1.97K +34 +0.7%
WIP
461
Wellesley Investment Partners
Massachusetts
$267K +$11.2K +194 +4%
SEC
462
Seven Eight Capital
New York
$262K -$81K -1,400 -23%
NCM
463
Neumann Capital Management
California
$261K – – –
RIL
464
Rothschild Investment LLC
Illinois
$261K – – –
FPFS
465
First Personal Financial Services
North Carolina
$257K -$207K -3,584 -44%
CAI
466
Capital Advisors Inc
Oklahoma
$254K – – –
AWM
467
AE Wealth Management
Kansas
$254K +$258K +4,454 New
SIC
468
SFE Investment Counsel
California
$253K -$1.74K -30 -0.7%
PCM
469
Pointe Capital Management
Michigan
$253K +$4.05K +70 +2%
CCA
470
Checchi Capital Advisers
California
$252K +$20.6K +356 +9%
Fisher Asset Management
471
Fisher Asset Management
Washington
$247K +$250K +4,330 New
NSIM
472
North Star Investment Management
Illinois
$246K – – –
JFL
473
Jarislowsky, Fraser Ltd
Quebec, Canada
$243K – – –
SBH
474
Segall Bryant & Hamill
Illinois
$243K – – –
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$241K +$221K +3,820 +950%