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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
451
Everence Capital Management
Indiana
$212K
SFM
452
Signature Financial Management
Virginia
$212K
TAM
453
Tiverton Asset Management
Delaware
$207K
WEC
454
Winslow Evans & Crocker
Massachusetts
$206K
PM
455
Parametrica Management
Hong Kong
$206K +$211K +2,815 New
SCI
456
S&CO Inc
Massachusetts
$205K +$210K +2,800 New
WF
457
Welch & Forbes
Massachusetts
$204K -$7.5K -100 -3%
CWM
458
Cornerstone Wealth Management
Missouri
$200K +$1.12M +14,888 New
LS
459
Livforsakringsbolaget Skandia
Sweden
$191K
YWP
460
YorkBridge Wealth Partners
New York
$186K -$6.75K -90 -3%
SF
461
Synovus Financial
Georgia
$179K -$15K -200 -8%
SWA
462
Sutton Wealth Advisors
Florida
$172K
OMCS
463
Old Mutual Customised Solutions
South Africa
$171K
WTC
464
WhitTier Trust Company
Nevada
$166K +$11.3K +150 +7%
AC
465
Avestar Capital
New York
$150K -$150 -2 -0.1%
Northwestern Mutual Wealth Management
466
Northwestern Mutual Wealth Management
Wisconsin
$142K +$40.1K +535 +38%
PIA
467
Piedmont Investment Advisors
North Carolina
$142K +$145K +1,938 New
DZ Bank
468
DZ Bank
Germany
$140K +$143K +1,912 New
FMLI
469
Fukoku Mutual Life Insurance
Japan
$132K
PA
470
Parallel Advisors
California
$132K +$13K +173 +11%
VCM
471
Vigilant Capital Management
Maine
$128K
TIM
472
Tortoise Investment Management
New York
$126K
DCM
473
Dupont Capital Management
Delaware
$124K +$44.4K +592 +53%
AIM
474
Anchor Investment Management
South Carolina
$108K -$22.5K -300 -17%
FHA
475
Flagship Harbor Advisors
Massachusetts
$102K +$105K +1,393 New