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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
651
Panagora Asset Management
Massachusetts
$905K -$1.7M -29,691 -64%
JIC
652
Johnson Investment Counsel
Ohio
$903K +$133K +2,336 +16%
EFMC
653
Empire Financial Management Company
New York
$896K -$55.1K -965 -5%
UB
654
Umpqua Bank
Oregon
$886K +$74.6K +1,305 +8%
ASBI
655
American State Bank (Iowa)
Iowa
$884K +$11.8K +206 +1%
PWM
656
Perigon Wealth Management
California
$881K +$11.1K +195 +1%
BFA
657
Beacon Financial Advisory
Ohio
$880K +$119K +2,078 +14%
EWA
658
EP Wealth Advisors
California
$879K -$11.6K -203 -1%
RWB
659
RMR Wealth Builders
New Jersey
$875K -$70.7K -1,238 -7%
VFA
660
Valeo Financial Advisors
Indiana
$867K -$15.3K -267 -2%
S
661
SignatureFD
Georgia
$865K -$800 -14 -0.1%
FCH
662
Freestone Capital Holdings
Washington
$864K +$11.7K +204 +1%
SSB
663
Sandy Spring Bank
Maryland
$857K -$53.4K -935 -5%
PI
664
PGGM Investments
Netherlands
$855K +$756K +13,238 +460%
EM
665
Excalibur Management
Massachusetts
$852K +$16.1K +282 +2%
BFWM
666
Bright Futures Wealth Management
New York
$850K -$11.8K -207 -1%
HWA
667
Heartwood Wealth Advisors
Virginia
$844K +$19.8K +347 +2%
BCV
668
Banque Cantonale Vaudoise
Switzerland
$844K -$1.13M -19,782 -55%
MG
669
Mather Group
Illinois
$843K +$365K +6,383 +78%
LIM
670
Longfellow Investment Management
Massachusetts
$840K +$6.23K +109 +0.7%
QWM
671
Quadcap Wealth Management
Texas
$838K -$16.1K -282 -2%
FFN
672
Focus Financial Network
Minnesota
$838K +$19.4K +339 +2%
TCOV
673
Trust Company of Vermont
Vermont
$833K -$515K -9,017 -36%
GRP
674
Global Retirement Partners
California
$831K -$400 -7 -0%
IMCOOI
675
Investment Management Corp of Ontario (IMCO)
Canada
$831K +$246K +4,300 +38%