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Name Holding Trade Value Shares
Change
Change in
Stake
DT
701
Diversified Trust
Tennessee
$729K -$80.2K -321 -9%
TWI
702
Thomas White International
Illinois
$725K
KAS
703
Kemnay Advisory Services
New York
$724K +$763K +3,053 New
ESCM
704
Echo Street Capital Management
New York
$720K +$195K +780 +35%
NG
705
Northstar Group
New York
$718K
MMG
706
Monetary Management Group
Missouri
$717K
BBA
707
BLB&B Advisors
Pennsylvania
$715K -$44.7K -179 -6%
CG
708
Colony Group
Massachusetts
$713K -$541K -2,166 -42%
SF
709
Summit Financial
New Jersey
$711K +$749K +3,000 New
WA
710
WestEnd Advisors
North Carolina
$711K
BAS
711
Brown Advisory Securities
Maryland
$709K
DSC
712
Duncker Streett & Co
Missouri
$708K
DC
713
Davenport & Co
Virginia
$699K +$39.5K +158 +6%
TMAM
714
Tokio Marine Asset Management
Japan
$692K +$59.7K +239 +9%
ST
715
Somerset Trust
Pennsylvania
$690K +$250 +1 +0%
PCMI
716
Paradigm Capital Management Inc
New York
$688K
SWA
717
Sutton Wealth Advisors
Florida
$688K
BWM
718
BerganKDV Wealth Management
Minnesota
$682K +$25.7K +103 +4%
RPC
719
Rossmore Private Capital
Connecticut
$681K
BJL
720
Brighton Jones LLC
Washington
$679K -$159K -636 -18%
QAM
721
Q3 Asset Management
Michigan
$677K +$715K +2,861 New
EWA
722
EP Wealth Advisors
California
$671K +$5.99K +24 +0.9%
DBG
723
De Burlo Group
Massachusetts
$664K
MA
724
Mutual Advisors
Nebraska
$663K -$8.24K -33 -1%
PCS
725
Personal CFO Solutions
New Jersey
$663K +$40K +160 +6%