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Name Holding Trade Value Shares
Change
Change in
Stake
PA
551
Profund Advisors
Maryland
$739K +$91.9K +2,692 +15%
RW
552
Rand Wealth
Maryland
$737K
WT
553
Whittier Trust
California
$737K
DSC
554
Duncker Streett & Co
Missouri
$732K
CC
555
ClearArc Capital
Ohio
$726K -$12K -352 -2%
WOC
556
West Oak Capital
California
$726K -$73.4K -2,150 -10%
BAAM
557
Baker Avenue Asset Management
California
$702K +$22.6K +662 +4%
JFGIW
558
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$696K +$335K +9,820 +104%
MSV
559
MN Services Vermogensbeheer
Netherlands
$693K
BCM
560
Bienville Capital Management
New York
$692K +$212K +6,200 +48%
WP
561
WMS Partners
Maryland
$685K -$7.92K -232 -1%
BFG
562
Beacon Financial Group
Texas
$659K +$642K +18,808 New
CSA
563
Cottage Street Advisors
Massachusetts
$657K
NBC
564
Neuberger Berman Canada
Ontario, Canada
$657K +$86.6K +2,536 +16%
IOOF
565
Independent Order of Foresters
Ontario, Canada
$656K
NB
566
Norinchukin Bank
Japan
$655K -$1.57M -45,978 -72%
HSA
567
HBK Sorce Advisory
Pennsylvania
$649K
CA
568
Cornerstone Advisors
North Carolina
$649K +$615K +18,000 New
LNWWM
569
Laird Norton Wetherby Wealth Management
California
$642K +$24.8K +726 +4%
GJIC
570
Gamble Jones Investment Counsel
California
$639K -$40.2K -1,178 -6%
PI
571
Putnam Investments
Massachusetts
$635K -$27.3K -800 -4%
Nuveen Fund Advisors
572
Nuveen Fund Advisors
Illinois
$631K +$598K +17,500 New
BPC
573
Banque Pictet & Cie
Switzerland
$628K +$594K +17,406 New
PNAA
574
Pictet North America Advisors
Switzerland
$628K +$594K +17,406 New
BFS
575
Bradley Foster & Sargent
Connecticut
$625K +$273 +8 +0%