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Name Holding Trade Value Shares
Change
Change in
Stake
SPA
501
Sherbrooke Park Advisers
New York
$623K +$706K +6,842 New
TCOV
502
Trust Company of Vermont
Vermont
$617K -$9.08K -88 -1%
IC
503
IEQ Capital
California
$617K +$161K +1,565 +30%
DAS
504
Dynamic Advisor Solutions
Arizona
$615K +$38.7K +375 +6%
GIM
505
Goelzer Investment Management
Indiana
$615K +$59.3K +575 +9%
EM
506
ELCO Management
New York
$612K +$109K +1,055 +19%
RCM
507
Radnor Capital Management
Pennsylvania
$610K – – –
API
508
Advisor Partners II
California
$606K +$45.3K +439 +7%
KTA
509
Keeley-Teton Advisors
Illinois
$600K – – –
MIP
510
Marietta Investment Partners
Wisconsin
$596K +$320K +3,101 +90%
AAM
511
Advisors Asset Management
Colorado
$596K -$65.1K -631 -9%
GCL
512
Gouws Capital LLC
North Carolina
$593K – – –
ASN
513
Advisory Services Network
Georgia
$589K +$6.39K +62 +1%
BC
514
Burney Company
Virginia
$587K +$112K +1,090 +20%
CWM
515
Circle Wealth Management
New Jersey
$585K +$2.68K +26 +0.4%
CW
516
Connectus Wealth
Ohio
$578K – – –
MC
517
Martin Currie
United Kingdom
$576K +$98K +950 +18%
PCS
518
Personal CFO Solutions
New Jersey
$567K -$2.79K -27 -0.4%
TIM
519
Thompson Investment Management
Wisconsin
$559K – – –
ECM
520
ExodusPoint Capital Management
New York
$557K -$7.12M -69,048 -92%
AU
521
Algebris (UK)
United Kingdom
$555K +$191K +1,848 +44%
NRD
522
Nebula Research & Development
New York
$553K +$626K +6,070 New
IIC
523
Ironwood Investment Counsel
Arizona
$551K +$624K +6,052 New
FLPIM
524
F.L. Putnam Investment Management
Massachusetts
$536K -$159K -1,545 -21%
PGAM
525
Princeton Global Asset Management
New Jersey
$531K +$171K +1,661 +40%