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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
651
Stewart & Patten Company
California
$603K
CCA
652
Cobblestone Capital Advisors
New York
$601K +$119K +2,014 +23%
FRM
653
Fox Run Management
Connecticut
$601K +$641K +10,868 New
SAM
654
Smithbridge Asset Management
Pennsylvania
$598K
Verition Fund Management
655
Verition Fund Management
Connecticut
$597K +$453K +7,677 +246%
MCM
656
MAI Capital Management
Ohio
$596K +$97.4K +1,651 +18%
CPWA
657
Cerro Pacific Wealth Advisors
California
$594K -$95.1K -1,612 -13%
FPWM
658
FSB Premier Wealth Management
Iowa
$594K -$31.4K -532 -5%
LWM
659
Laidlaw Wealth Management
New York
$592K -$64K -1,084 -9%
CFD
660
Creative Financial Designs
Indiana
$592K +$177 +3 +0%
JE
661
JMAC Enterprises
Pennsylvania
$591K +$23.6K +400 +4%
MM
662
MQS Management
New York
$591K +$436K +7,387 +225%
MA
663
Montag & Associates
Georgia
$589K +$37.9K +642 +6%
DP
664
Dearborn Partners
Illinois
$587K +$99.6K +1,687 +19%
FLPIM
665
F.L. Putnam Investment Management
Massachusetts
$584K -$116K -1,963 -16%
MA
666
MUFG Americas
New York
$578K -$10.6K -179 -2%
CG
667
Colony Group
Massachusetts
$576K +$58.6K +992 +11%
SAM
668
Silvercrest Asset Management
New York
$573K
IWC
669
Integrated Wealth Concepts
Massachusetts
$571K -$7.85K -133 -1%
CAM
670
Covenant Asset Management
New Jersey
$562K
BA
671
BCM Advisors
Louisiana
$561K
JIC
672
Johnson Investment Counsel
Ohio
$559K -$435K -7,376 -42%
CIC
673
Cornercap Investment Counsel
Georgia
$559K -$30.7K -520 -5%
RCG
674
Resource Consulting Group
Florida
$558K -$767 -13 -0.1%
ET
675
Equitable Trust
Tennessee
$558K