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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
226
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$341K
Mackenzie Financial
227
Mackenzie Financial
Ontario, Canada
$337K +$39K +590 +13%
Citigroup
228
Citigroup
New York
$335K -$5.28M -79,919 -94%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$333K +$8.52K +129 +3%
PGCM
230
Prescott Group Capital Management
Oklahoma
$330K
SWP
231
Stratos Wealth Partners
Ohio
$328K +$333K +5,043 New
QSS
232
Quantitative Systematic Strategies
Florida
$325K +$51.1K +773 +18%
BPIM
233
Brant Point Investment Management
New York
$325K +$330K +5,000 New
Los Angeles Capital Management
234
Los Angeles Capital Management
California
$311K +$11.9K +180 +4%
VCAM
235
Van Cleef Asset Management
Ohio
$309K
AT
236
Arden Trust
Delaware
$295K +$300K +4,545 New
YMRC
237
Yorktown Management & Research Company
Virginia
$292K
VKH
238
Virtu KCG Holdings
New York
$274K +$14.3K +216 +5%
Commonwealth Equity Services
239
Commonwealth Equity Services
Massachusetts
$273K +$278K +4,205 New
Lazard Asset Management
240
Lazard Asset Management
New York
$269K +$211K +3,200 +337%
BFO
241
Boston Family Office
Massachusetts
$260K
MC
242
Miles Capital
Iowa
$259K -$1.19K -18 -0.4%
QIM
243
Quantitative Investment Management
Virginia
$253K +$258K +3,900 New
CF
244
CenterStar Fund
Illinois
$249K
CWM
245
Calamos Wealth Management
Illinois
$244K -$4.96K -75 -2%
M&T Bank
246
M&T Bank
New York
$242K -$675K -10,220 -73%
MLM
247
Mount Lucas Management
Pennsylvania
$231K -$1.52K -23 -0.6%
TA
248
Teton Advisors
New York
$227K
SG Americas Securities
249
SG Americas Securities
New York
$213K -$193K -2,928 -47%
LTFS
250
Ladenburg Thalmann Financial Services
Florida
$212K -$4.96K -75 -2%