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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
601
FourPoints Investment Managers
France
$206K +$204K +2,418 New
WA
602
Waverly Advisors
Alabama
$204K +$203K +2,400 New
BCM
603
Bluefin Capital Management
New York
$200K +$159K +1,885 New
OMCS
604
Old Mutual Customised Solutions
South Africa
$196K +$194K +2,300 New
GIS
605
Guardian Investor Services
New York
$184K +$182K +2,157 New
Creative Planning
606
Creative Planning
Kansas
$179K +$177K +2,096 New
WA
607
WFG Advisors
Texas
$175K +$174K +2,058 New
FHC
608
First Horizon Corporation
Tennessee
$170K +$168K +1,994 New
RFS
609
Rockefeller Financial Services
New York
$170K +$169K +2,000 New
IRS
610
Invictus RG (Singapore)
Singapore
$155K +$153K +1,815 New
Lazard Asset Management
611
Lazard Asset Management
New York
$134K +$135K +1,594 New
TF
612
Tompkins Financial
New York
$117K +$116K +1,369 New
GGPS
613
Gary Goldberg Planning Services
New York
$112K +$111K +1,316 New
SAMC
614
Shinko Asset Management Company
Japan
$111K +$110K +1,300 New
MFS
615
MSI Financial Services
Massachusetts
$106K +$105K +1,244 New
ECM
616
ETrade Capital Management
Virginia
$104K +$103K +1,217 New
SHWM
617
Smith & Howard Wealth Management
Georgia
$99K +$98.3K +1,165 New
MCM
618
Manchester Capital Management
Vermont
$95K +$93.7K +1,110 New
AIA
619
AGF Investments America
Ontario, Canada
$94K +$92.9K +1,100 New
SC
620
Sophrosyne Capital
New York
$94K +$92.9K +1,100 New
WIL
621
Winifred I. Li
$92K +$90.7K +1,075 New
Toronto Dominion Bank
622
Toronto Dominion Bank
Ontario, Canada
$85K +$84.4K +1,000 New
NIM
623
NuWave Investment Management
New Jersey
$84K +$83.1K +984 New
PSI
624
Pinnacle Summer Investments
Virginia
$78K +$77.2K +915 New
PR
625
Payden & Rygel
California
$77K +$76K +900 New