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Name Holding Trade Value Shares
Change
Change in
Stake
MCA
751
Morris Capital Advisors
Pennsylvania
$575K +$1.28K +4 +0.2%
AA
752
ALPS Advisors
Colorado
$574K -$63.5K -198 -10%
NJBEST
753
New Jersey Better Educational Savings Trust
New Jersey
$573K -$128K -400 -18%
MBT
754
Montecito Bank & Trust
California
$570K +$81.5K +254 +17%
PHAM
755
Palisades Hudson Asset Management
Florida
$567K
WIS
756
Wright Investors Service
Connecticut
$565K -$656K -2,045 -54%
PCM
757
Parsons Capital Management
Rhode Island
$565K +$14.8K +46 +3%
SGA
758
Strategic Global Advisors
California
$563K -$25.7K -80 -4%
PFS
759
Prospera Financial Services
Texas
$563K +$324K +1,010 +142%
OMC
760
Old Mission Capital
Illinois
$563K +$567K +1,768 New
IFWM
761
Institute for Wealth Management
Colorado
$559K +$563K +1,755 New
AAM
762
Azzad Asset Management
Virginia
$533K +$25.3K +79 +5%
OPCM
763
Osborne Partners Capital Management
California
$530K -$9.3K -29 -2%
CB
764
Chemical Bank
Michigan
$529K
DA
765
Dillon & Associates
Michigan
$528K +$59.3K +185 +13%
GI
766
GAMCO Investors
Connecticut
$526K -$8.02K -25 -1%
BWM
767
Baystate Wealth Management
Massachusetts
$524K
CAS
768
Cue Advisory Services
Arizona
$519K +$52.9K +165 +11%
BPB
769
Badgley, Phelps & Bell
Washington
$514K +$517K +1,612 New
EB
770
Eastern Bank
Massachusetts
$510K -$58.4K -182 -10%
SFM
771
Systematic Financial Management
New Jersey
$510K
DTL
772
Dynamic Technology Lab
Singapore
$510K +$141K +440 +38%
HCM
773
Highbridge Capital Management
New York
$510K +$513K +1,600 New
RC
774
Roundview Capital
New Jersey
$506K +$128K +400 +34%
SWM
775
SeaCrest Wealth Management
New York
$504K +$508K +1,582 New