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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
201
Laurel Wealth Advisors (California)
California
$679K +$154K +1,332 +31%
FBFS
202
First Business Financial Services
Wisconsin
$637K
OQS
203
Occudo Quantitative Strategies
Florida
$604K -$712K -6,179 -55%
FA
204
FDx Advisors
Illinois
$603K -$173K -1,498 -23%
AT
205
Arden Trust
Delaware
$597K -$21.2K -184 -4%
SEC
206
Seven Eight Capital
New York
$592K +$167K +1,453 +42%
BFS
207
Bradley Foster & Sargent
Connecticut
$591K
IG
208
ING Group
Netherlands
$591K -$31.3K -272 -5%
HIM
209
Hillsdale Investment Management
Ontario, Canada
$581K +$539K +4,679 +2,906%
BAM
210
Burgundy Asset Management
Ontario, Canada
$578K -$289K -2,510 -34%
Walleye Trading
211
Walleye Trading
New York
$576K +$553K +4,795 New
WSCM
212
Wellington Shields Capital Management
New York
$570K
MGWM
213
Marks Group Wealth Management
Minnesota
$567K -$42.2K -366 -7%
SBF
214
Sara-Bay Financial
Florida
$563K -$3.57K -31 -0.7%
RWM
215
Ritholtz Wealth Management
New York
$557K -$18.6K -161 -3%
AWM
216
Axxcess Wealth Management
California
$533K +$511K +4,431 New
WFI
217
West Family Investments
California
$511K -$25.2K -219 -5%
PP
218
PrairieView Partners
Minnesota
$507K -$219K -1,898 -31%
BTWM
219
Baker Tilly Wealth Management
Wisconsin
$502K -$5.19K -45 -1%
VT
220
Vise Technologies
New York
$497K -$84.7K -735 -15%
Cerity Partners
221
Cerity Partners
New York
$494K -$4.84K -42 -1%
QCM
222
Quantinno Capital Management
New York
$493K +$472K +4,098 New
CPC
223
Cookson Peirce & Co
Pennsylvania
$488K +$1.84K +16 +0.4%
PG
224
Pendal Group
Australia
$477K -$168K -1,462 -27%
ECM
225
Evergreen Capital Management
Washington
$472K +$48.5K +421 +12%