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Name Holding Trade Value Shares
Change
Change in
Stake
SL
701
Summitry LLC
California
$557K -$84.8K -665 -14%
CPR
702
CSU Producer Resources
Ohio
$557K
EGM
703
Engineers Gate Manager
New York
$555K +$536K +4,200 New
FNBT
704
FineMark National Bank & Trust
Florida
$552K +$19.4K +152 +4%
DLA
705
Douglas Lane & Associates
New York
$548K -$53.7K -421 -9%
IWA
706
IBEX Wealth Advisors
New Jersey
$548K -$638 -5 -0.1%
BAS
707
Brown Advisory Securities
Maryland
$546K -$66.2K -519 -11%
Mackenzie Financial
708
Mackenzie Financial
Ontario, Canada
$545K -$2.38M -18,651 -82%
CCA
709
Checchi Capital Advisers
California
$545K +$54.3K +426 +12%
BMO
710
Beck Mack & Oliver
New York
$544K
AT
711
Arden Trust
Delaware
$542K -$1.91K -15 -0.4%
SFSG
712
Stearns Financial Services Group
North Carolina
$533K
CCM
713
Compton Capital Management
Rhode Island
$526K
CWM
714
Cornerstone Wealth Management
Missouri
$522K -$9.69K -76 -2%
BIC
715
Beach Investment Counsel
Pennsylvania
$521K -$43.4K -340 -8%
SEC
716
Seven Eight Capital
New York
$518K +$500K +3,920 New
FCBT
717
First Citizens Bank & Trust
North Carolina
$512K -$99.8K -783 -17%
BTNA
718
Bremer Trust National Association
Minnesota
$510K +$27.7K +217 +6%
IA
719
IFP Advisors
Florida
$504K +$59.3K +465 +14%
IP
720
Investment Partners
Ohio
$503K +$486K +3,810 New
BHA
721
Beech Hill Advisors
New York
$502K
TSW
722
Thompson Siegel & Walmsley
Virginia
$493K -$38.3K -300 -7%
PA
723
Parallel Advisors
California
$493K +$476K +3,730 New
FRM
724
Fox Run Management
Connecticut
$489K +$472K +3,700 New
FAM
725
Formidable Asset Management
Ohio
$486K -$22.4K -176 -5%