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Name Holding Trade Value Shares
Change
Change in
Stake
WP
651
WealthSource Partners
California
$224K
GT
652
Glenmede Trust
Pennsylvania
$220K +$43K +548 +25%
DA
653
DSC Advisors
Illinois
$220K +$217K +2,768 New
WSFS
654
Wilmington Savings Fund Society
Delaware
$206K -$8.95K -114 -4%
OWD
655
Osborn Williams & Donohoe
Ohio
$206K +$204K +2,600 New
SEIA
656
Signature Estate & Investment Advisors
California
$204K -$153K -1,955 -43%
BB
657
Bell Bank
North Dakota
$201K +$199K +2,530 New
CBU
658
CIBC Bank USA
Illinois
$201K +$199K +2,534 New
SC
659
Savant Capital
Illinois
$200K +$198K +2,524 New
HIIFS
660
Harel Insurance Investments & Financial Services
Israel
$199K -$225K -2,870 -53%
WEC
661
Winslow Evans & Crocker
Massachusetts
$199K -$2.67K -34 -1%
AF
662
Allworth Financial
California
$191K -$8.48K -108 -4%
GLI
663
Guardian Life Insurance
New York
$188K +$4.39K +56 +2%
ASN
664
Advisory Services Network
Georgia
$175K +$8.4K +107 +5%
PO
665
Private Ocean
California
$174K -$5.18K -66 -3%
RFS
666
Rockefeller Financial Services
New York
$174K
TF
667
Tompkins Financial
New York
$171K
KF
668
Krilogy Financial
Missouri
$168K +$120K +1,525 +259%
CLM
669
ClearBridge LLC (Maryland)
Maryland
$160K
GBT
670
Grove Bank & Trust
Florida
$160K +$7.85K +100 +5%
MUS
671
Mitsubishi UFJ Securities
Japan
$160K +$103K +1,310 +187%
CI Investments Inc
672
CI Investments Inc
Ontario, Canada
$159K
EDRE
673
Edmond de Rothschild (Europe)
Luxembourg
$155K +$31.4K +400 +26%
RCM
674
Riverhead Capital Management
Delaware
$154K -$27.7M -353,558 -99%
TCOV
675
Trust Company of Vermont
Vermont
$154K +$84.1K +1,071 +124%