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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
676
Integrated Wealth Counsel
California
$441K – – –
CC
677
Courier Capital
New York
$437K -$16.2K -50 -4%
BW
678
Bison Wealth
Georgia
$431K +$411K +1,271 New
ALA
679
Atherton Lane Advisers
California
$429K +$42.7K +132 +12%
DCLA
680
Douglas C. Lane & Associates
New York
$426K +$4.85K +15 +1%
BPGAM
681
BTG Pactual Global Asset Management
Bermuda
$425K +$80.9K +250 +25%
GIA
682
Granite Investment Advisors
New Hampshire
$424K -$29.8K -92 -7%
AG
683
Algert Global
California
$424K +$107K +330 +36%
IAMOG
684
Investors Asset Management of Georgia
Georgia
$418K +$399K +1,232 New
FIM
685
Freedom Investment Management
Connecticut
$417K +$398K +1,230 New
AWS
686
Aris Wealth Services
Pennsylvania
$415K +$396K +1,223 New
SCM
687
Stevens Capital Management
Pennsylvania
$413K -$22.5M -69,454 -98%
RIM
688
RS Investment Management
California
$413K -$6.14M -18,987 -94%
Mariner
689
Mariner
Kansas
$412K +$35.6K +110 +10%
PJSIMP
690
P.J. Schmidt Investment Management (PJS)
Wisconsin
$411K +$392K +1,212 New
TFCP
691
Twin Focus Capital Partners
Massachusetts
$409K -$81.2K -251 -17%
AHC
692
Adell Harriman & Carpenter
Texas
$407K +$388K +1,200 New
HTC
693
Haverford Trust Company
Pennsylvania
$407K – – –
HIM
694
Hillsdale Investment Management
Ontario, Canada
$401K – – –
BP
695
Ballentine Partners
Massachusetts
$396K -$42.4K -131 -10%
WTB
696
Washington Trust Bank
Washington
$391K -$324 -1 -0.1%
MPI
697
Mairs & Power Inc
Minnesota
$387K -$9.71K -30 -3%
CIBC World Market
698
CIBC World Market
Ontario, Canada
$378K -$2.58M -7,976 -88%
MME
699
Meag Munich Ergo
Germany
$376K – – –
FMLI
700
Fukoku Mutual Life Insurance
Japan
$373K -$64.7K -200 -15%