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Name Holding Trade Value Shares
Change
Change in
Stake
CC
501
Courier Capital
New York
$710K
CCM
502
Condor Capital Management
New Jersey
$702K -$16.3K -275 -2%
CLOS
503
Compagnie Lombard Odier SCmA
Switzerland
$697K
PSUF
504
People's United Financial
Connecticut
$690K -$39.6K -670 -5%
BFS
505
Bradley Foster & Sargent
Connecticut
$681K
Bank of Nova Scotia
506
Bank of Nova Scotia
Ontario, Canada
$680K +$25.1K +425 +4%
V
507
Veritable
Delaware
$678K +$41.6K +704 +6%
ONB
508
Old National Bancorp
Indiana
$675K -$100K -1,698 -13%
Cambridge Investment Research Advisors
509
Cambridge Investment Research Advisors
Iowa
$670K -$41.1K -695 -6%
WTC
510
WhitTier Trust Company
Nevada
$667K +$38.3K +647 +6%
Verition Fund Management
511
Verition Fund Management
Connecticut
$666K +$385K +6,504 +130%
FFBTD
512
First Financial Bank - Trust Division
Ohio
$655K -$91.5K -1,547 -12%
PWM
513
Perigon Wealth Management
California
$653K -$598K -10,119 -47%
GCP
514
GSA Capital Partners
United Kingdom
$651K +$664K +11,235 New
BWP
515
BSW Wealth Partners
Colorado
$643K
MSTVIM
516
Messner & Smith Theme Value Investment Management
California
$640K -$2.84K -48 -0.4%
ACS
517
Archford Capital Strategies
Illinois
$635K +$649K +10,969 New
MC
518
Menta Capital
California
$634K +$647K +10,943 New
CGI
519
CI Global Investments
California
$633K +$1.89K +32 +0.3%
HFS
520
HL Financial Services
Kentucky
$633K +$48.3K +816 +8%
HBT
521
Hills Bank & Trust
Iowa
$626K +$40.5K +685 +7%
CCA
522
Catalyst Capital Advisors
New York
$615K
IIM
523
Intact Investment Management
Quebec, Canada
$603K -$50.2K -849 -8%
SAM
524
Silvercrest Asset Management
New York
$596K +$34.8K +589 +6%
PA
525
Profund Advisors
Maryland
$590K -$105K -1,782 -15%