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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Edge Wealth Management
New York
$13.5M -$281K -7,869 -2%
EWM
502
Evercore Wealth Management
New York
$13.5M -$213K -5,968 -2%
FA
503
FDx Advisors
Illinois
$13.4M -$1.07M -29,853 -8%
SCM
504
Suffolk Capital Management
New York
$13.3M -$102K -2,842 -0.8%
LBC
505
Lowe Brockenbrough & Co
Virginia
$13.2M -$58K -1,625 -0.5%
MG
506
Markel Group
Virginia
$13.1M – – –
LS
507
Livforsakringsbolaget Skandia
Sweden
$13.1M -$1.34M -37,400 -10%
FRM
508
Foundation Resource Management
Arkansas
$13M -$149K -4,179 -1%
MCM
509
MAI Capital Management
Ohio
$13M -$172K -4,813 -1%
CPIM
510
Columbia Partners Investment Management
Virginia
$13M +$5.11M +143,052 +73%
GC
511
Grimes & Company
Massachusetts
$13M +$404K +11,297 +3%
GWM
512
Greenwich Wealth Management
Connecticut
$12.9M -$3.53M -98,719 -23%
CIA
513
Capital Investment Advisors
Georgia
$12.9M +$3.66M +102,524 +44%
CA
514
Cullinan Associates
Kentucky
$12.8M -$847K -23,700 -7%
Pacer Advisors
515
Pacer Advisors
Pennsylvania
$12.8M +$2.1M +58,765 +21%
SAM
516
Strategy Asset Managers
California
$12.8M -$215K -6,011 -2%
MWNA
517
Marshall Wace North America
New York
$12.7M +$10.6M +297,641 +882%
Point72 Asset Management
518
Point72 Asset Management
Connecticut
$12.6M +$11.8M +329,776 New
RS
519
Robeco Schweiz
Switzerland
$12.6M +$755K +21,132 +7%
PCMK
520
Paragon Capital Management (Kansas)
Kansas
$12.6M -$662K -18,539 -5%
PGFC
521
Peapack-Gladstone Financial Corp
New Jersey
$12.5M +$829K +23,196 +8%
SSWM
522
Smith Salley Wealth Management
North Carolina
$12.5M +$173K +4,849 +2%
HAI
523
Hennessy Advisors Inc
California
$12.5M -$218K -6,100 -2%
Voloridge Investment Management
524
Voloridge Investment Management
Florida
$12.4M +$11.6M +325,008 New
V
525
Veritable
Delaware
$12.4M -$1.18M -33,063 -9%