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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
526
Edmond de Rothschild Holding
Switzerland
$1.01M +$422K +9,542 +70%
SPC
527
Stewart & Patten Company
California
$1M -$22.1K -500 -2%
CPC
528
Cookson Peirce & Co
Pennsylvania
$990K -$5.31K -120 -0.5%
BHWM
529
Bar Harbor Wealth Management
New Hampshire
$987K -$33.2K -750 -3%
WIS
530
Wright Investors Service
Connecticut
$951K +$4.47K +101 +0.5%
GAM
531
Gotham Asset Management
New York
$949K +$960K +21,683 New
MRCM
532
M&R Capital Management
New Jersey
$937K -$34.5K -780 -4%
FCB
533
First Command Bank
Texas
$932K
FCFS
534
First Command Financial Services
Texas
$932K
Citadel Advisors
535
Citadel Advisors
Florida
$930K -$4.49M -101,368 -83%
LNWWM
536
Laird Norton Wetherby Wealth Management
California
$926K +$31.6K +714 +3%
CWM
537
Chesapeake Wealth Management
Virginia
$921K +$931K +21,028 New
Mariner
538
Mariner
Kansas
$919K -$22.6K -511 -2%
AP
539
Advisor Partners
California
$919K +$59.9K +1,354 +7%
DSC
540
Duncker Streett & Co
Missouri
$917K
BFM
541
Boston Financial Management
Massachusetts
$911K -$66K -1,491 -7%
WBC
542
West Branch Capital
Massachusetts
$904K +$914K +20,659 New
MWM
543
Modera Wealth Management
New Jersey
$903K +$310 +7 +0%
GFA
544
Gifford Fong Associates
California
$901K +$912K +20,600 New
KTC
545
Kistler-Tiffany Companies
Pennsylvania
$900K
PP
546
Prudential plc
United Kingdom
$896K -$188K -4,242 -17%
MERSOM
547
Municipal Employees' Retirement System of Michigan
Michigan
$894K
AFM
548
Abbot Financial Management
Massachusetts
$890K +$266 +6 +0%
KIA
549
Kopp Investment Advisors
Minnesota
$877K -$38.8K -876 -4%
Rockefeller Capital Management
550
Rockefeller Capital Management
New York
$877K +$886K +20,024 New