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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
501
CSat Investment Advisory
Michigan
$953K -$116K -1,352 -11%
PIM
502
Profit Investment Management
Maryland
$945K -$57.8K -671 -6%
BWP
503
BSW Wealth Partners
Colorado
$939K -$57.5K -667 -6%
RCA
504
Rowland Carmichael Advisors
Arizona
$928K -$92.9K -1,078 -9%
KIA
505
KCM Investment Advisors
California
$926K +$347K +4,023 +61%
BFS
506
Bradley Foster & Sargent
Connecticut
$923K -$164K -1,908 -15%
LFAS
507
Level Four Advisory Services
Texas
$922K -$47K -546 -5%
WA
508
WBH Advisory
Maryland
$918K -$63K -731 -7%
ACM
509
AlphaCrest Capital Management
New York
$910K -$606K -7,037 -40%
WIP
510
Wellesley Investment Partners
Massachusetts
$899K -$327K -3,800 -27%
PT
511
Plimoth Trust
Massachusetts
$898K -$195K -2,262 -18%
VF
512
Virtu Financial
New York
$898K +$83.5K +969 +10%
V
513
Veritable
Delaware
$885K -$45.1K -524 -5%
RA
514
RFG Advisory
Alabama
$871K -$15.8K -183 -2%
WS
515
Wedbush Securities
California
$869K -$10.6K -123 -1%
CAM
516
Columbia Asset Management
Michigan
$854K -$125K -1,456 -13%
N
517
Natixis
France
$849K -$1.99M -23,098 -70%
TCM
518
Teza Capital Management
Illinois
$843K +$832K +9,655 New
PNC
519
Park National Corp
Ohio
$838K -$457K -5,309 -36%
GIM
520
Goelzer Investment Management
Indiana
$836K -$80.9K -939 -9%
CCM
521
Cadence Capital Management
Massachusetts
$835K -$1.85M -21,530 -69%
SB
522
Suntrust Banks
Georgia
$835K -$41.1K -477 -5%
FFBTD
523
First Financial Bank - Trust Division
Ohio
$830K -$53.8K -624 -6%
Cerity Partners
524
Cerity Partners
New York
$826K -$248K -2,873 -23%
MAFM
525
Mid Atlantic Financial Management
Pennsylvania
$817K +$85.4K +991 +12%