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Name Holding Trade Value Shares
Change
Change in
Stake
VIA
801
Vantage Investment Advisors
Pennsylvania
$564K -$4.63K -180 -0.8%
MBT
802
Monroe Bank & Trust
Michigan
$564K +$30.3K +1,178 +6%
MAM
803
Majedie Asset Management
United Kingdom
$563K +$539K +20,990 New
HCM
804
Howland Capital Management
Massachusetts
$561K +$16.1K +628 +3%
WIS
805
Wright Investors Service
Connecticut
$560K -$4.47K -174 -0.8%
W
806
Wealthfront
California
$550K +$435K +16,916 +541%
BUB
807
BBVA USA Bancshares
Texas
$548K +$21.5K +836 +4%
CCA
808
Checchi Capital Advisers
California
$547K +$117K +4,560 +29%
MCC
809
Mid Continent Capital
Illinois
$545K +$154 +6 +0%
EWM
810
Evermay Wealth Management
Virginia
$543K +$520K +20,220 New
SA
811
Strategic Advisors
New York
$542K -$61.3K -2,386 -11%
NSAM
812
North Star Asset Management
Wisconsin
$533K +$56K +2,180 +12%
RMC
813
Regis Management Company
California
$531K +$1.08K +42 +0.2%
LI
814
LMCG Investments
Massachusetts
$522K +$215K +8,382 +76%
NL
815
NWAM LLC
Washington
$521K -$27.7K -1,078 -5%
TWA
816
TCI Wealth Advisors
Arizona
$520K +$22.7K +882 +5%
OPCM
817
Osborne Partners Capital Management
California
$518K -$206K -8,024 -29%
WA
818
WBH Advisory
Maryland
$518K +$5.14K +200 +1%
WC
819
Woodstock Corp
Massachusetts
$517K +$77.1K +3,000 +18%
PWM
820
ParenteBeard Wealth Management
Pennsylvania
$515K
EA
821
Elm Advisors
California
$513K
GCC
822
Guardian Capital (Canada)
Ontario, Canada
$511K +$52.7K +2,052 +12%
WT
823
Washington Trust
Rhode Island
$508K +$44K +1,712 +10%
CLOS
824
Compagnie Lombard Odier SCmA
Switzerland
$506K -$73.6K -2,864 -13%
MVIP
825
Mar Vista Investment Partners
California
$504K -$264K -10,276 -35%