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Name Holding Trade Value Shares
Change
Change in
Stake
EP
551
Elkfork Partners
Oregon
$944K -$14.5K -112 -2%
IRF
552
IBM Retirement Fund
New York
$930K +$434K +3,358 +115%
FAAS
553
First Allied Advisory Services
California
$929K -$3.49K -27 -0.4%
Creative Planning
554
Creative Planning
Kansas
$922K +$141K +1,094 +19%
JG
555
Jefferies Group
New York
$922K +$897K +6,942 New
PTC
556
Private Trust Company
Ohio
$916K +$14.3K +111 +2%
GWCM
557
Godshalk Welsh Capital Management
Pennsylvania
$912K -$6.46K -50 -0.7%
BAAM
558
Baker Avenue Asset Management
California
$910K +$78.2K +605 +10%
LNWWM
559
Laird Norton Wetherby Wealth Management
California
$907K +$154K +1,191 +21%
VWM
560
Venturi Wealth Management
Texas
$887K -$243K -1,882 -22%
AF
561
Alerus Financial
North Dakota
$876K
HHAA
562
Henry H. Armstrong Associates
Pennsylvania
$871K +$111K +862 +15%
RCM
563
Riverhead Capital Management
Delaware
$870K -$11.6K -90 -1%
ICOA
564
Investment Centers of America
North Dakota
$866K +$10.7K +83 +1%
PAIM
565
Punch & Associates Investment Management
Minnesota
$863K
CI
566
Conning Inc
Connecticut
$853K
DAS
567
Dynamic Advisor Solutions
Arizona
$853K +$5.68K +44 +0.7%
GWI
568
Grace & White Inc
New York
$850K
CC
569
ClearArc Capital
Ohio
$848K -$7.11K -55 -0.9%
LCP
570
LGT Capital Partners
Switzerland
$843K
SS
571
Simplicity Solutions
Minnesota
$842K -$177K -1,369 -18%
NAM
572
North American Management
Massachusetts
$840K
WAM
573
Wealthspire Advisors (Maryland)
Maryland
$813K -$29.7K -230 -4%
Ninety One (UK)
574
Ninety One (UK)
United Kingdom
$804K
TBA
575
Tower Bridge Advisors
Pennsylvania
$802K