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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Mission Wealth Management
California
$146K +$2.73K +57 +2%
DCM
252
Dupont Capital Management
Delaware
$144K -$88.9K -1,856 -34%
WF
253
Welch & Forbes
Massachusetts
$143K -$231K -4,831 -58%
SFSG
254
Stearns Financial Services Group
North Carolina
$143K
IFAM
255
Institutional & Family Asset Management
Colorado
$136K -$52.5K -1,095 -25%
EH
256
Employers Holdings
Nevada
$135K -$145K -3,029 -48%
SCM
257
Schnieders Capital Management
California
$135K -$39.3K -820 -20%
CSIC
258
Clifford Swan Investment Counsel
California
$135K -$23.5K -490 -13%
LOAME
259
Lombard Odier Asset Management (Europe)
United Kingdom
$133K -$47.9K -999 -23%
Wealthfront Advisers
260
Wealthfront Advisers
California
$133K -$17.1K -356 -10%
RJFSA
261
Raymond James Financial Services Advisors
Florida
$132K +$4.03K +84 +3%
Wellington Management Group
262
Wellington Management Group
Massachusetts
$131K
CAGAS
263
Capital Advisory Group Advisory Services
Minnesota
$130K
BCM
264
Bayesian Capital Management
New York
$127K +$149K +3,120 New
KPCM
265
Kings Point Capital Management
New York
$126K
Fiera Capital (Canada)
266
Fiera Capital (Canada)
Quebec, Canada
$125K +$149K +3,101 New
RFC
267
Regions Financial Corp
Alabama
$124K -$21.5K -448 -13%
BPA
268
Beacon Pointe Advisors
California
$124K
CC
269
Chicago Capital
Illinois
$124K
RP
270
Riverbridge Partners
Minnesota
$124K
MML Investors Services
271
MML Investors Services
Massachusetts
$122K -$637K -13,300 -82%
CI
272
Clal Insurance
Israel
$122K +$144K +3,000 New
GCP
273
GSA Capital Partners
United Kingdom
$120K +$141K +2,952 New
HI
274
Horizon Investments
North Carolina
$119K -$93.2K -1,946 -40%
JLBC
275
J.L. Bainbridge & Co
Florida
$119K -$5.22K -109 -4%