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Name Holding Trade Value Shares
Change
Change in
Stake
MFW
726
Mosaic Family Wealth
Missouri
$157K +$154K +1,241 New
AIM
727
Assured Investment Management
New York
$148K -$545K -4,388 -79%
BCP
728
Blue Chip Partners
Michigan
$147K +$993 +8 +0.7%
HCM
729
Highlander Capital Management
New Jersey
$143K -$68.1K -549 -33%
EDRH
730
Edmond de Rothschild Holding
Switzerland
$140K -$490K -3,945 -78%
EDRS
731
Edmond de Rothschild (Suisse)
Switzerland
$140K -$490K -3,945 -78%
QAM
732
QCI Asset Management
New York
$134K +$21.6K +174 +20%
FNBT
733
FineMark National Bank & Trust
Florida
$133K – – –
ACM
734
Armbruster Capital Management
New York
$130K +$128K +1,028 New
MBT
735
Monroe Bank & Trust
Michigan
$127K – – –
WTB
736
Washington Trust Bank
Washington
$127K +$124K +1,000 New
AFP
737
Ausdal Financial Partners
Iowa
$120K +$118K +950 New
TIM
738
Tortoise Investment Management
New York
$114K – – –
PAM
739
PartnerRe Asset Management
Connecticut
$109K -$182K -1,466 -63%
GBBWRPM
740
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$109K +$107K +860 New
JIC
741
Joel Isaacson & Co
New York
$108K – – –
KKAMG
742
Kernodle & Katon Asset Management Group
Arkansas
$108K +$106K +850 New
PAIA
743
Park Avenue Institutional Advisers
New York
$107K -$1.99K -16 -2%
MCA
744
Mercer Capital Advisers
New Jersey
$105K +$372 +3 +0.4%
CFA
745
CT Financial Advisors
Pennsylvania
$97.2K – – –
BC
746
Bartlett & Co
Ohio
$96K -$5.96K -48 -6%
SNT
747
Security National Trust
West Virginia
$96K – – –
TDC
748
Thompson Davis & Co
Virginia
$85K +$82.9K +668 New
TFO
749
Tarbox Family Office
California
$79K -$248 -2 -0.3%
GLI
750
Guardian Life Insurance
New York
$77K -$18.5K -149 -20%