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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
451
CIBC World Market
Ontario, Canada
$452K -$18.6K -525 -4%
AF
452
Allworth Financial
California
$448K
PWW
453
Pettyjohn Wood & White
Virginia
$448K +$475K +13,429 New
YP
454
Yellowstone Partners
Idaho
$445K +$3.08K +87 +0.7%
EFS
455
Essex Financial Services
Connecticut
$442K -$66.3K -1,872 -12%
SMI
456
Shelter Mutual Insurance
Missouri
$438K +$464K +13,100 New
FNBOO
457
First National Bank of Omaha
Nebraska
$427K +$6.3K +178 +1%
HTC
458
Haverford Trust Company
Pennsylvania
$426K +$82.8K +2,339 +22%
FMB
459
Field & Main Bank
Kentucky
$422K +$132K +3,742 +42%
CI
460
Constellation Investments
Ohio
$417K -$17.7K -500 -4%
CBU
461
CIBC Bank USA
Illinois
$415K -$471K -13,307 -52%
TAM
462
Tocqueville Asset Management
New York
$411K +$436K +12,304 New
GA
463
Geneva Advisors
Illinois
$407K -$54.8K -1,548 -11%
WEC
464
Winslow Evans & Crocker
Massachusetts
$404K -$196K -5,545 -31%
Mirae Asset Global Investments
465
Mirae Asset Global Investments
South Korea
$402K +$102K +2,886 +32%
SI
466
SII Investments
Wisconsin
$399K +$416K +11,746 New
SAM
467
Strategy Asset Managers
California
$393K -$148K -4,168 -26%
PWM
468
Perigon Wealth Management
California
$384K -$642K -18,122 -61%
MIM
469
Midwest Investment Management
Ohio
$384K +$7.08K +200 +2%
BRWA
470
B. Riley Wealth Advisors
Florida
$383K +$451K +12,734 +123%
TA
471
Teachers Advisors
New York
$382K -$3.14M -88,584 -50%
MAM
472
Meeder Asset Management
Ohio
$366K -$8.5K -240 -2%
MHS
473
M Holdings Securities
Oregon
$359K +$380K +10,740 New
Asset Management One
474
Asset Management One
Japan
$358K +$163K +4,603 +75%
FNBT
475
FineMark National Bank & Trust
Florida
$352K +$61.5K +1,736 +20%