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Name Holding Trade Value Shares
Change
Change in
Stake
JIM
501
Jupiter Investment Management
United Kingdom
$401K -$24.5M -956,152 -98%
WFG
502
Wills Financial Group
Virginia
$398K +$308 +12 +0.1%
BFM
503
Boston Financial Management
Massachusetts
$393K -$17.6K -687 -4%
PTB
504
Pioneer Trust Bank
Oregon
$391K +$4.31K +168 +1%
GA
505
Geneva Advisors
Illinois
$389K -$33.4K -1,303 -8%
CIMLRA
506
CBRE Investment Management Listed Real Assets
Pennsylvania
$389K +$378K +14,721 New
SOAMC
507
Spirit of America Management Corp
New York
$386K
HAG
508
HighPoint Advisor Group
Illinois
$386K +$404K +15,726 New
NPIT
509
National Penn Investors Trust
Pennsylvania
$385K +$57.4K +2,238 +18%
IC
510
IKOS CIF
Cyprus
$383K -$293K -11,421 -44%
KTC
511
Kistler-Tiffany Companies
Pennsylvania
$381K -$53.8K -2,095 -13%
CSS
512
Cubist Systematic Strategies
Connecticut
$380K -$512K -19,969 -58%
DSC
513
Duncker Streett & Co
Missouri
$380K -$16K -622 -4%
NSEDCP
514
NJ State Employees Deferred Compensation Plan
New Jersey
$378K
BCM
515
Brookstone Capital Management
Illinois
$372K -$510K -19,861 -59%
WA
516
WBH Advisory
Maryland
$372K -$11.9K -462 -3%
PSI
517
Pinnacle Summer Investments
Virginia
$364K +$205 +8 +0.1%
WF
518
Welch & Forbes
Massachusetts
$363K +$7.18K +280 +2%
BOTW
519
Bank of the West
California
$362K -$8.72K -340 -2%
PL
520
Parkwood LLC
Ohio
$353K +$342K +13,343 New
CFB
521
Cullen/Frost Bankers
Texas
$352K -$38.1K -1,486 -10%
CBU
522
CIBC Bank USA
Illinois
$351K -$34.9K -1,360 -9%
W
523
Wealthfront
California
$349K +$131K +5,108 +63%
RNS
524
Robert N. Shapiro
$347K +$13.8K +536 +4%
CG
525
Clinton Group
New York
$341K +$331K +12,898 New