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Name Holding Trade Value Shares
Change 		Change in
Stake
VI
526
Versor Investments
New York
$434K -$607K -4,800 -61%
FFM
527
Forum Financial Management
Illinois
$433K – – –
SS
528
Simplicity Solutions
Minnesota
$432K -$3.54K -28 -0.9%
BFG
529
Bleakley Financial Group
New Jersey
$432K -$3.29K -26 -0.8%
EFM
530
E Fund Management
China
$432K -$42.6K -337 -10%
SP
531
Symmetry Partners
Connecticut
$430K – – –
SPIA
532
Steward Partners Investment Advisory
New York
$429K -$17.5K -138 -4%
MNBTD
533
Moody National Bank Trust Division
Texas
$426K – – –
HNB
534
Huntington National Bank
Ohio
$424K -$47.8K -378 -11%
LDB
535
Lee, Danner & Bass
Tennessee
$422K +$3.16K +25 +0.8%
AAM
536
Aureus Asset Management
Massachusetts
$419K – – –
FBFS
537
First Business Financial Services
Wisconsin
$414K – – –
BFM
538
Boston Financial Management
Massachusetts
$414K -$221K -1,749 -37%
FFA
539
Founders Financial Alliance
North Carolina
$413K +$7.59K +60 +2%
WTB
540
Washington Trust Bank
Washington
$412K +$65K +514 +21%
IWP
541
Icon Wealth Partners
Texas
$410K -$217K -1,717 -37%
GT
542
Glenview Trust
Kentucky
$401K +$17.1K +135 +5%
GLR
543
Great Lakes Retirement
Ohio
$400K -$2.28K -18 -0.6%
ECM
544
Evergreen Capital Management
Washington
$399K +$79.8K +631 +28%
GA
545
Geller Advisors
New York
$398K +$359K +2,837 New
MIC
546
Meridian Investment Counsel
California
$395K – – –
WSC
547
Wellington Shields & Co
New York
$392K – – –
RP
548
Riverwater Partners
Wisconsin
$390K +$26.2K +207 +8%
OWP
549
Obermeyer Wealth Partners
Colorado
$389K – – –
PA
550
Pinnacle Associates
New York
$388K -$16.2K -128 -4%
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