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Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
1176
Regis Management Company
California
$441K – – –
RGNCM
1177
R.G. Niederhoffer Capital Management
New York
$441K +$426K +5,500 New
PAM
1178
Peninsula Asset Management
Florida
$440K -$15.5K -200 -4%
NES
1179
New England Securities
New York
$437K +$66.5K +858 +19%
SCM
1180
Shapiro Capital Management
Georgia
$436K +$388 +5 +0.1%
NIM
1181
NuWave Investment Management
New Jersey
$435K +$417K +5,386 +10,358%
LW
1182
Linscomb Wealth
Texas
$430K +$199K +2,569 +92%
PAM
1183
Premier Asset Management
Illinois
$422K – – –
CPO
1184
Cerity Partners OCIO
New York
$421K +$102K +1,317 +33%
HR
1185
Howe & Rusling
New York
$421K +$241K +3,106 +144%
PMG
1186
ProVise Management Group
Florida
$420K +$3.25K +42 +0.8%
AAM
1187
Auxier Asset Management
Oregon
$419K – – –
DAS
1188
Dynamic Advisor Solutions
Arizona
$419K +$406K +5,236 New
MCM
1189
Maple Capital Management
Vermont
$418K -$19.5K -252 -5%
SSIA
1190
Spero-Smith Investment Advisers
Ohio
$418K – – –
HC
1191
HHG & Company
Connecticut
$415K +$78 +1 +0%
ANB
1192
Amarillo National Bank
Texas
$413K +$400K +5,163 New
RAM
1193
Riggs Asset Management
Pennsylvania
$412K +$6.2K +80 +2%
BHTS
1194
Bar Harbor Trust Services
Maine
$411K -$24.7K -319 -6%
FTC
1195
Farmers Trust Company
Ohio
$411K +$397K +5,128 New
HHGA
1196
Halbert Hargrove Global Advisors
California
$409K -$16.4K -212 -4%
QSS
1197
Quantitative Systematic Strategies
Florida
$407K -$426K -5,503 -52%
CFA
1198
Capstone Financial Advisors
Illinois
$407K +$90.6K +1,169 +30%
HS
1199
Huntington Steele
Pennsylvania
$405K – – –
HVIA
1200
Hudson Valley Investment Advisors
New York
$405K +$7.83K +101 +2%
46 47
48
49 50