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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Parallel Advisors
California
$550K -$4.14K -25 -0.8%
CG
277
Caprock Group
Idaho
$549K +$532K +3,208 New
VPI
278
Value Partners Investments
Manitoba, Canada
$543K +$55K +332 +12%
CCB
279
Country Club Bank
Missouri
$538K
ICM
280
IMS Capital Management
Oregon
$531K +$142K +857 +37%
GIS
281
Grayhawk Investment Strategies
Alberta, Canada
$524K
CIM
282
Contravisory Investment Management
Massachusetts
$517K +$2.32K +14 +0.5%
Vontobel Holding
283
Vontobel Holding
Switzerland
$504K -$576K -3,473 -54%
FAIM
284
Financial Advocates Investment Management
Washington
$501K +$4.31K +26 +0.9%
BEI
285
Benjamin Edwards Inc
Missouri
$500K +$1.16K +7 +0.2%
CI
286
Cigna Investments
Connecticut
$499K
BP
287
Ballentine Partners
Massachusetts
$494K +$14.8K +89 +3%
AWM
288
Axxcess Wealth Management
California
$494K -$776K -4,679 -62%
DWM
289
Dakota Wealth Management
Florida
$492K -$27K -163 -5%
WHG
290
Westwood Holdings Group
Texas
$487K
EGM
291
Engineers Gate Manager
New York
$481K +$466K +2,811 New
CGL
292
Clarius Group LLC
Washington
$474K -$85K -513 -16%
PP
293
PDT Partners
New York
$473K +$458K +2,764 New
KFI
294
Key Financial Inc
Pennsylvania
$464K -$21.2K -128 -5%
SFA
295
Sequoia Financial Advisors
Ohio
$464K +$15.4K +93 +4%
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$462K -$73.1K -441 -14%
SIM
297
Sentry Investment Management
Wisconsin
$461K -$91.3K -551 -17%
DTL
298
Dynamic Technology Lab
Singapore
$460K -$463K -2,793 -51%
PFS
299
Prospera Financial Services
Texas
$453K -$36.1K -218 -8%
PP
300
PrairieView Partners
Minnesota
$449K -$134K -806 -23%