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Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
676
R.M. Davis Inc
Maine
$448K +$241K +731 +91%
AWM
677
Altavista Wealth Management
North Carolina
$439K +$3.96K +12 +0.8%
SGH
678
Schonfeld Group Holdings
New York
$438K +$495K +1,500 New
FCI
679
Financial Counselors Inc
Kansas
$437K -$1.73M -5,224 -78%
PP
680
Prudential plc
United Kingdom
$435K -$27.7K -84 -5%
ARMT
681
Amica Retiree Medical Trust
Rhode Island
$435K
GC
682
Grimes & Company
Massachusetts
$433K -$66K -200 -12%
CIA
683
Choate Investment Advisors
Massachusetts
$432K +$105K +318 +27%
HSA
684
HBK Sorce Advisory
Pennsylvania
$431K +$18.8K +57 +4%
DWT
685
Dorsey & Whitney Trust
South Dakota
$422K +$14.2K +43 +3%
ASN
686
Advisory Services Network
Georgia
$417K -$319K -965 -40%
CTI
687
Community Trust & Investment
Kentucky
$416K
RFS
688
Rockefeller Financial Services
New York
$414K +$37K +112 +9%
RHBC
689
R.H. Bluestein & Co
Michigan
$412K -$12M -36,222 -96%
BP
690
Ballentine Partners
Massachusetts
$412K +$68.7K +208 +17%
CC
691
Courier Capital
New York
$409K +$82.6K +250 +22%
CF
692
CenterStar Fund
Illinois
$408K
IB
693
Intrust Bank
Kansas
$405K -$160K -483 -26%
GLI
694
Guardian Life Insurance
New York
$402K +$115K +347 +34%
RG
695
Rathbones Group
United Kingdom
$401K +$11.6K +35 +3%
PWLP
696
Prio Wealth Limited Partnership
Massachusetts
$395K
MMPW
697
Mitchell McLeod Pugh & Williams
Alabama
$390K
WPC
698
Waters Parkerson & Co
Louisiana
$389K
BWP
699
Baldwin Wealth Partners
Massachusetts
$388K
LOAMS
700
Lombard Odier Asset Management (Switzerland)
Switzerland
$385K -$413K -1,250 -49%