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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
701
Todd Asset Management
Kentucky
$586K -$33.5K -113 -5%
BPCE
702
Bank Pictet & Cie (Europe)
Germany
$585K +$27K +91 +5%
SGA
703
Strategic Global Advisors
California
$584K +$611K +2,060 New
HWA
704
Heritage Wealth Advisors
Virginia
$581K – – –
WMSA
705
Weiss Multi-Strategy Advisers
New York
$576K +$593 +2 +0.1%
CWM
706
Concert Wealth Management
California
$572K -$472K -1,592 -44%
BAM
707
Berkshire Asset Management
Pennsylvania
$569K -$97.2K -328 -14%
LPC
708
Loeb Partners Corp
New York
$567K +$593K +2,000 New
MCM
709
Manchester Capital Management
Vermont
$554K -$14.8K -50 -2%
IA
710
IFP Advisors
Florida
$551K +$169K +570 +41%
IFAM
711
Institutional & Family Asset Management
Colorado
$549K -$25.2K -85 -4%
PA
712
Perceptive Advisors
New York
$545K +$296 +1 +0.1%
NFG
713
Next Financial Group
Texas
$545K +$18.1K +61 +3%
IB
714
Intrust Bank
Kansas
$542K +$35K +118 +7%
ACM
715
Alta Capital Management
Utah
$535K – – –
SGAM
716
Steinberg Global Asset Management
Florida
$534K +$21.3K +72 +4%
GI
717
GAMCO Investors
Connecticut
$531K -$7.41K -25 -1%
WIM
718
Westside Investment Management
California
$527K +$545K +1,837 New
RGC
719
Roberts, Glore & Co
Illinois
$527K – – –
CIA
720
Choate Investment Advisors
Massachusetts
$527K +$68.2K +230 +14%
TSS
721
Two Sigma Securities
New York
$526K +$550K +1,856 New
BFM
722
Boothbay Fund Management
New York
$524K +$71.4K +241 +15%
NAM
723
Nichols Asset Management
Massachusetts
$523K – – –
SW
724
SVB Wealth
Massachusetts
$511K -$56.6K -191 -10%
NGA
725
Naples Global Advisors
Florida
$510K -$59.3K -200 -10%