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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1451
Gemmer Asset Management
California
$121K +$15.8K +200 +15%
TAA
1452
TB Alternative Assets
Cayman Islands
$121K +$118K +1,500 New
EP
1453
Edinburgh Partners
United Kingdom
$120K – – –
MLFP
1454
MPS Loria Financial Planners
Illinois
$119K +$118K +1,500 New
VC
1455
Vestor Capital
Illinois
$114K -$42.5K -538 -28%
HDIM
1456
Hanson & Doremus Investment Management
Vermont
$105K +$31.7K +402 +45%
FPS
1457
Fieldpoint Private Securities
Connecticut
$105K +$79K +1,000 +333%
TCM
1458
TD Capital Management
Tennessee
$103K – – –
QAM
1459
QCI Asset Management
New York
$100K -$8.95M -113,335 -99%
DAM
1460
Delta Asset Management
Tennessee
$100K – – –
PFO
1461
Pathstone Family Office
New Jersey
$100K +$75.3K +954 +331%
BWM
1462
Baystate Wealth Management
Massachusetts
$98K +$553 +7 +0.6%
ABA
1463
American Beacon Advisors
Texas
$97K – – –
EDRH
1464
Edmond de Rothschild Holding
Switzerland
$96K -$30.6K -388 -24%
PA
1465
Perennial Advisors
New York
$92K +$3.63K +46 +4%
BAM
1466
Barrett Asset Management
New York
$86K -$732K -9,275 -90%
ACM
1467
Aviance Capital Management
Florida
$85K +$83.1K +1,053 New
KF
1468
Krilogy Financial
Missouri
$82K +$6.47K +82 +9%
CAL
1469
Capital Analysts LLC
Pennsylvania
$80.8K -$2.42M -30,702 -97%
LF
1470
Lee Financial
Texas
$80K +$19.8K +251 +34%
ACM
1471
Armbruster Capital Management
New York
$76K -$107K -1,360 -59%
MWM
1472
MinichMacGregor Wealth Management
New York
$76K -$2.61K -33 -3%
OFW
1473
Omnia Family Wealth
Florida
$74K +$18.8K +238 +35%
AIM
1474
Advantage Investment Management
Iowa
$67K -$757K -9,581 -92%
IR
1475
Invictus RG
Bermuda
$67K +$65.5K +829 New