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Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1076
Ionic Capital Management
New York
$316K -$39.5K -300 -11%
SWK
1077
Stephen W. Kidder
$316K
VHAM
1078
Van Hulzen Asset Management
California
$316K +$184K +1,400 +140%
CGL
1079
Clarius Group LLC
Washington
$314K -$22.7K -172 -7%
BP
1080
Ballentine Partners
Massachusetts
$313K -$49.4K -375 -14%
NCM
1081
Noesis Capital Mangement
Florida
$313K -$15.1K -115 -5%
MHS
1082
M Holdings Securities
Oregon
$312K +$312K +2,366 New
BFC
1083
Blue Fin Capital
Rhode Island
$311K -$5.27K -40 -2%
CP
1084
Coho Partners
Pennsylvania
$311K
RIA
1085
Regal Investment Advisors
Michigan
$309K +$309K +2,342 New
RP
1086
Rowlandmiller & Partners
Georgia
$306K
BEAM
1087
Baker Ellis Asset Management
Washington
$303K
CCMG
1088
Clark Capital Management Group
Pennsylvania
$302K -$78K -592 -21%
PFO
1089
Pathstone Family Office
New Jersey
$302K +$395 +3 +0.1%
IWA
1090
Intercontinental Wealth Advisors
Texas
$301K -$2.37K -18 -0.8%
SIG
1091
Sky Investment Group
Connecticut
$301K
NIMI
1092
Natixis Investment Managers International
France
$299K
ZCA
1093
Zeke Capital Advisors
Pennsylvania
$299K +$287K +2,178 New
HFA
1094
High Falls Advisors
New York
$299K +$299K +2,270 New
DI
1095
Diligent Investors
California
$298K +$132 +1 +0%
PCM
1096
Penserra Capital Management
California
$297K +$176K +1,335 +145%
BFO
1097
Boston Family Office
Massachusetts
$296K -$263K -2,000 -47%
ECM
1098
Evergreen Capital Management
Washington
$296K
GLI
1099
Guardian Life Insurance
New York
$295K -$12.5K -95 -4%
SCA
1100
Sippican Capital Advisors
Massachusetts
$295K