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Name Holding Trade Value Shares
Change 		Change in
Stake
AIIMS
726
Analyst IMS Investment Management Services
Israel
$639K +$642K +41,200 New
VFS
727
VSR Financial Services
Kansas
$635K -$114K -7,340 -15%
DCLA
728
Douglas C. Lane & Associates
New York
$628K +$29K +1,860 +5%
SC
729
Saiers Capital
New York
$627K -$305K -19,600 -33%
BC
730
Brinker Capital
Pennsylvania
$625K +$628K +40,280 New
CAM
731
Congress Asset Management
Massachusetts
$621K – – –
CAM
732
Cypress Asset Management
Texas
$621K – – –
EB
733
Eastern Bank
Massachusetts
$621K – – –
HIM
734
Herald Investment Management
United Kingdom
$621K – – –
CP
735
Camelot Portfolios
Ohio
$619K +$81.3K +5,220 +15%
CSS
736
Cubist Systematic Strategies
Connecticut
$615K -$90.7K -5,820 -13%
EWM
737
Evercore Wealth Management
New York
$613K -$118K -7,600 -16%
EHC
738
Everett Harris & Co
California
$612K +$62.3K +4,000 +11%
MIC
739
MU Investments Company
Japan
$609K -$46.7K -3,000 -7%
EAM
740
Evanson Asset Management
California
$609K +$138K +8,860 +29%
NG
741
Northstar Group
New York
$607K +$609K +39,100 New
RBC
742
Ronald Blue & Co
Georgia
$601K +$3.74K +240 +0.6%
LW
743
Linscomb Wealth
Texas
$595K -$5.61K -360 -0.9%
TCOT
744
Trust Company of Toledo
Ohio
$592K -$56.1K -3,600 -9%
MIG
745
Mariner Investment Group
New York
$590K +$592K +38,000 New
RNS
746
Robert N. Shapiro
$589K -$126K -8,100 -18%
DIA
747
Denver Investment Advisors
Colorado
$588K +$154K +9,900 +35%
SI
748
SII Investments
Wisconsin
$568K +$6.54K +420 +1%
DWA
749
Douglass Winthrop Advisors
New York
$568K +$100K +6,420 +21%
EWM
750
Edge Wealth Management
New York
$567K -$9.97K -640 -2%
28 29
30
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