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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
1076
Financial Architects (New Jersey)
New Jersey
$845K +$11.6K +308 +1%
PT
1077
Plimoth Trust
Massachusetts
$844K +$793K +21,086 New
FNT
1078
First Nebraska Trust
Nebraska
$844K -$1.77K -47 -0.2%
FHA
1079
Flagship Harbor Advisors
Massachusetts
$843K +$115K +3,048 +17%
FIM
1080
Freedom Investment Management
Connecticut
$842K +$420K +11,180 +114%
BA
1081
BKS Advisors
Michigan
$841K -$37.6K -1,000 -5%
FMLI
1082
Fukoku Mutual Life Insurance
Japan
$840K – – –
IUHSA
1083
Itau Unibanco Holding S.A.
Brazil
$839K +$521K +13,858 +195%
BAS
1084
Brown Advisory Securities
Maryland
$837K +$17.5K +465 +2%
RIL
1085
Rothschild Investment LLC
Illinois
$836K -$940K -25,000 -54%
WA
1086
WBH Advisory
Maryland
$829K -$27.9K -743 -3%
CIM
1087
CenturyLink Investment Management
Colorado
$827K -$183K -4,865 -19%
PMG
1088
Private Management Group
California
$816K +$25.8K +686 +3%
FFA
1089
First Foundation Advisors
California
$813K -$30.9K -822 -4%
SA
1090
Strategic Advisors
New York
$809K -$21.1K -562 -3%
AB
1091
Atlas Brown
Kentucky
$806K +$4.25K +113 +0.6%
BFO
1092
Biltmore Family Office
North Carolina
$802K +$753K +20,021 New
HBT
1093
Hills Bank & Trust
Iowa
$801K +$13.7K +365 +2%
DW
1094
Domani Wealth
Pennsylvania
$795K – – –
CMANY
1095
Capital Management Associates (New York)
New York
$789K -$12.4K -331 -2%
IP
1096
Intellectus Partners
California
$788K +$190K +5,055 +35%
PP
1097
Paloma Partners
Connecticut
$783K -$8.29M -220,637 -92%
ADMI
1098
Albert D. Mason Inc
Massachusetts
$782K +$5.08K +135 +0.7%
GIM
1099
Guardian Investment Management
California
$781K – – –
HFP
1100
Holistic Financial Partners
Indiana
$781K +$733K +19,497 New