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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
476
Waldron Private Wealth
Pennsylvania
$980K +$907K +3,505 New
TCM
477
Tributary Capital Management
Nebraska
$979K -$957K -3,700 -51%
Fuller & Thaler Asset Management
478
Fuller & Thaler Asset Management
California
$979K +$155K +600 +21%
ASN
479
Advisory Services Network
Georgia
$977K +$904K +3,495 New
T
480
TradeWorx
New Jersey
$967K +$894K +3,455 New
CCM
481
CrestPoint Capital Management
Missouri
$951K +$879K +3,400 New
BPBT
482
Boston Private Bank & Trust
Massachusetts
$931K +$30.3K +117 +4%
Bank of Nova Scotia
483
Bank of Nova Scotia
Ontario, Canada
$930K +$36.5K +141 +4%
JMFC
484
J.M. Forbes & Co
Massachusetts
$903K – – –
BTNA
485
Bremer Trust National Association
Minnesota
$892K -$18.4K -71 -2%
RJT
486
Raymond James Trust
Florida
$878K +$118K +456 +17%
MWM
487
Modera Wealth Management
New Jersey
$871K – – –
PAA
488
Peregrine Asset Advisers
Oregon
$867K – – –
IB
489
Intrust Bank
Kansas
$860K +$11.6K +45 +1%
SSWM
490
Sheets Smith Wealth Management
North Carolina
$855K +$54.1K +209 +7%
BHWM
491
Bar Harbor Wealth Management
New Hampshire
$850K – – –
FT
492
Fiduciary Trust
Massachusetts
$843K +$326K +1,260 +72%
DWA
493
Douglass Winthrop Advisors
New York
$825K – – –
ICAS
494
Investors Capital Advisory Services
Massachusetts
$809K -$29.2K -113 -4%
LNWWM
495
Laird Norton Wetherby Wealth Management
California
$795K -$1.81K -7 -0.2%
SFM
496
Systematic Financial Management
New Jersey
$782K – – –
CPA
497
Court Place Advisors
Maryland
$780K +$722K +2,790 New
JIP
498
Jaffetilchin Investment Partners
Florida
$776K -$431K -1,668 -38%
BC
499
Banced Corp
Illinois
$776K -$75.5K -292 -10%
JG
500
Jefferies Group
New York
$753K +$613K +2,371 +736%