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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
851
Essex Financial Services
Connecticut
$296K +$45.5K +2,920 +18%
LH
852
Lebenthal Holdings
New York
$292K +$293K +18,780 New
CC
853
Capital Counsel
New York
$290K -$15.6K -1,000 -5%
SIM
854
SSI Investment Management
California
$289K -$623 -40 -0.2%
MPI
855
Mairs & Power Inc
Minnesota
$288K -$23.4K -1,500 -7%
CIM
856
CenturyLink Investment Management
Colorado
$286K -$119K -7,660 -29%
ACM
857
Aviance Capital Management
Florida
$285K +$285K +18,320 New
BSW
858
Buckingham Strategic Wealth
Missouri
$285K +$286K +18,380 New
CAS
859
CTC Alternative Strategies
Illinois
$284K +$285K +18,300 New
EWM
860
Evermay Wealth Management
Virginia
$282K -$57.6K -3,700 -17%
OWP
861
Obermeyer Wealth Partners
Colorado
$281K +$282K +18,100 New
YP
862
Yellowstone Partners
Idaho
$279K -$34.6K -2,220 -11%
FC
863
FCA Corp
Texas
$279K
ZAM
864
Zevin Asset Management
Massachusetts
$278K
HHGA
865
Halbert Hargrove Global Advisors
California
$278K +$82K +5,260 +42%
AIM
866
Advantage Investment Management
Iowa
$277K +$278K +17,840 New
WF
867
Welch & Forbes
Massachusetts
$273K +$38K +2,440 +16%
PFM
868
Parsec Financial Management
North Carolina
$269K -$4.67K -300 -2%
BFC
869
Blue Fin Capital
Rhode Island
$267K -$17.4K -1,120 -6%
B
870
Bailard
California
$265K -$108K -6,900 -29%
AWA
871
AmeriServ Wealth Advisors
Pennsylvania
$261K -$578K -37,100 -69%
DA
872
DSC Advisors
Illinois
$261K +$262K +16,800 New
WA
873
Wealth Architects
California
$260K +$261K +16,740 New
FFC
874
First Financial Corp
Indiana
$257K -$4.67K -300 -2%
PNAA
875
Pictet North America Advisors
Switzerland
$250K -$265K -17,000 -51%