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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Capstone Asset Management
Texas
$351K +$27.8K +420 +8%
CIM
227
CIM Investment Management
Pennsylvania
$343K +$42.8K +648 +14%
LWCFA
228
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$341K – – –
Mackenzie Financial
229
Mackenzie Financial
Ontario, Canada
$337K +$39K +590 +13%
Citigroup
230
Citigroup
New York
$335K -$5.28M -79,919 -94%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$333K +$8.52K +129 +3%
PGCM
232
Prescott Group Capital Management
Oklahoma
$330K – – –
SWP
233
Stratos Wealth Partners
Ohio
$328K +$333K +5,043 New
QSS
234
Quantitative Systematic Strategies
Florida
$325K +$51.1K +773 +18%
BPIM
235
Brant Point Investment Management
New York
$325K +$330K +5,000 New
Los Angeles Capital Management
236
Los Angeles Capital Management
California
$311K +$11.9K +180 +4%
VCAM
237
Van Cleef Asset Management
Ohio
$309K – – –
AT
238
Arden Trust
Delaware
$295K +$300K +4,545 New
YMRC
239
Yorktown Management & Research Company
Virginia
$292K – – –
VKH
240
Virtu KCG Holdings
New York
$274K +$14.3K +216 +5%
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$273K +$278K +4,205 New
Lazard Asset Management
242
Lazard Asset Management
New York
$269K +$211K +3,200 +337%
BFO
243
Boston Family Office
Massachusetts
$260K – – –
MC
244
Miles Capital
Iowa
$259K -$1.19K -18 -0.4%
QIM
245
Quantitative Investment Management
Virginia
$253K +$258K +3,900 New
CF
246
CenterStar Fund
Illinois
$249K – – –
CWM
247
Calamos Wealth Management
Illinois
$244K -$4.96K -75 -2%
M&T Bank
248
M&T Bank
New York
$242K -$675K -10,220 -73%
MLM
249
Mount Lucas Management
Pennsylvania
$231K -$1.52K -23 -0.6%
TA
250
Teton Advisors
New York
$227K – – –