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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
651
Choate Investment Advisors
Massachusetts
$836K +$518K +2,482 +129%
JFA
652
JNBA Financial Advisors
Minnesota
$834K +$916K +4,391 New
REMPR
653
Roof Eidam Maycock Peralta (REMP)
California
$818K – – –
FAAS
654
First Allied Advisory Services
California
$818K +$458K +2,196 +104%
HM
655
Harvest Management
New York
$818K +$899K +4,309 New
MCM
656
Maryland Capital Management
Maryland
$817K +$897K +4,302 New
PGFC
657
Peapack-Gladstone Financial Corp
New Jersey
$812K +$576K +2,761 +182%
CC
658
Cannell & Co
New York
$811K +$890K +4,268 New
BOH
659
Bank of Hawaii
Hawaii
$801K +$130K +625 +17%
BAC
660
Boys Arnold & Co
North Carolina
$796K +$541K +2,591 +164%
VanEck Associates
661
VanEck Associates
New York
$792K +$29.6K +142 +4%
KFC
662
Klingenstein Fields & Co
New York
$792K +$870K +4,169 New
CCA
663
Checchi Capital Advisers
California
$778K +$134K +642 +19%
YIA
664
YHB Investment Advisors
Connecticut
$761K +$531K +2,543 +174%
TCOT
665
Trust Company of Toledo
Ohio
$761K +$836K +4,007 New
PC
666
PA Capital
Virginia
$760K +$835K +4,002 New
RCG
667
Rock Creek Group
District of Columbia
$759K +$833K +3,995 New
CI
668
Cigna Investments
Connecticut
$749K +$220K +1,056 +37%
LWCFA
669
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$747K +$22.1K +106 +3%
PIM
670
Partner Investment Management
California
$744K +$461K +2,209 +129%
MYIA
671
Mount Yale Investment Advisors
Colorado
$738K +$43K +206 +5%
LDB
672
Lee, Danner & Bass
Tennessee
$736K +$809K +3,878 New
MGIA
673
Moneta Group Investment Advisors
Missouri
$734K +$806K +3,865 New
EWM
674
Evercore Wealth Management
New York
$725K +$228K +1,092 +40%
BDF
675
Balasa Dinverno & Foltz
$725K +$447K +2,145 +128%