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Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
476
Fuller & Thaler Asset Management
California
$979K +$155K +600 +21%
ASN
477
Advisory Services Network
Georgia
$977K +$904K +3,495 New
T
478
TradeWorx
New Jersey
$967K +$894K +3,455 New
CCM
479
CrestPoint Capital Management
Missouri
$951K +$879K +3,400 New
BPBT
480
Boston Private Bank & Trust
Massachusetts
$931K +$30.3K +117 +4%
Bank of Nova Scotia
481
Bank of Nova Scotia
Ontario, Canada
$930K +$36.5K +141 +4%
JMFC
482
J.M. Forbes & Co
Massachusetts
$903K
BTNA
483
Bremer Trust National Association
Minnesota
$892K -$18.4K -71 -2%
RJT
484
Raymond James Trust
Florida
$878K +$118K +456 +17%
MWM
485
Modera Wealth Management
New Jersey
$871K
PAA
486
Peregrine Asset Advisers
Oregon
$867K
IB
487
Intrust Bank
Kansas
$860K +$11.6K +45 +1%
SSWM
488
Sheets Smith Wealth Management
North Carolina
$855K +$54.1K +209 +7%
BHWM
489
Bar Harbor Wealth Management
New Hampshire
$850K
FT
490
Fiduciary Trust
Massachusetts
$843K +$326K +1,260 +72%
DWA
491
Douglass Winthrop Advisors
New York
$825K
ICAS
492
Investors Capital Advisory Services
Massachusetts
$809K -$29.2K -113 -4%
LNWWM
493
Laird Norton Wetherby Wealth Management
California
$795K -$1.81K -7 -0.2%
SFM
494
Systematic Financial Management
New Jersey
$782K
CPA
495
Court Place Advisors
Maryland
$780K +$722K +2,790 New
JIP
496
Jaffetilchin Investment Partners
Florida
$776K -$431K -1,668 -38%
BC
497
Banced Corp
Illinois
$776K -$75.5K -292 -10%
JG
498
Jefferies Group
New York
$753K +$613K +2,371 +736%
GD
499
Grandfield & Dodd
New York
$728K
EGA
500
Eagle Global Advisors
Texas
$727K