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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1226
Perigon Wealth Management
California
$399K +$26.3K +407 +7%
I2I
1227
Insight 2811 Inc
Illinois
$399K +$45.3K +700 +12%
BP
1228
Ballentine Partners
Massachusetts
$398K +$41.5K +642 +11%
ATC
1229
Argent Trust Co
Tennessee
$396K +$23.4K +362 +6%
IA
1230
IndexIQ Advisors
New York
$395K -$116K -1,800 -22%
DI
1231
Diligent Investors
California
$395K
ITIM
1232
Indiana Trust & Investment Management
Indiana
$394K -$29.7K -460 -7%
DTL
1233
Dynamic Technology Lab
Singapore
$394K +$410K +6,336 New
CWM
1234
Cabot Wealth Management
Massachusetts
$393K
CNAM
1235
Campbell Newman Asset Management
Wisconsin
$393K
EA
1236
Emerald Advisers
Pennsylvania
$391K -$47.7K -737 -11%
ACM
1237
Alpha Capital Management
Texas
$389K
CCM
1238
Canal Capital Management
Virginia
$387K +$2.91K +45 +0.7%
CFA
1239
CT Financial Advisors
Pennsylvania
$387K
FA
1240
FCG Advisors
New Jersey
$380K +$9.89K +153 +3%
SC
1241
Searle & Co
Connecticut
$379K
IIA
1242
IPG Investment Advisors
California
$378K +$20.9K +323 +6%
S
1243
SignatureFD
Georgia
$377K +$80.9K +1,251 +26%
MAM
1244
Meeder Asset Management
Ohio
$376K -$576K -8,903 -60%
CFMC
1245
Curbstone Financial Management Corp
New Hampshire
$376K +$6.47K +100 +2%
CS
1246
Credential Securities
$375K +$21.9K +338 +6%
VAM
1247
Visium Asset Management
New York
$374K +$388K +6,000 New
VCAM
1248
Van Cleef Asset Management
Ohio
$372K
BSW
1249
Buckingham Strategic Wealth
Missouri
$372K +$6.72K +104 +2%
CAW
1250
Cornerstone Advisors (Washington)
Washington
$370K +$17.8K +275 +5%