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Name Holding Trade Value Shares
Change
Change in
Stake
V
501
Veritable
Delaware
$955K +$29.5K +1,152 +3%
PAM
502
Panagora Asset Management
Massachusetts
$954K -$695K -27,114 -43%
RC
503
Reik & Co
New York
$952K -$40K -1,560 -4%
FG
504
Fiduciary Group
Georgia
$943K +$22.3K +868 +3%
BBVA
505
Banco Bilbao Vizcaya Argentaria
Spain
$939K +$160K +6,238 +22%
VFA
506
Voya Financial Advisors
Connecticut
$932K -$143K -5,578 -14%
Assenagon Asset Management
507
Assenagon Asset Management
Luxembourg
$932K -$5.23K -204 -0.6%
DSC
508
Duncker Streett & Co
Missouri
$921K -$76.9K -3,000 -8%
PFO
509
Pathstone Family Office
New Jersey
$920K -$929K -36,224 -52%
KeyBank National Association
510
KeyBank National Association
Ohio
$917K +$8.31K +324 +1%
BCV
511
Banque Cantonale Vaudoise
Switzerland
$917K
NIM
512
Northeast Investment Management
Massachusetts
$906K
DADC
513
D.A. Davidson & Co
Montana
$903K +$1.69K +66 +0.2%
Vontobel Holding
514
Vontobel Holding
Switzerland
$891K +$44.8K +1,748 +6%
CAM
515
Covenant Asset Management
New Jersey
$883K -$21.7K -848 -3%
KLC
516
Knowledge Leaders Capital
Colorado
$881K -$25.3K -988 -3%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$880K +$22.6K +882 +3%
IIM
518
Ironwood Investment Management
Massachusetts
$876K -$13.2K -516 -2%
FC
519
Financial Consulate
Maryland
$876K +$5.9K +230 +0.7%
FNBT
520
FineMark National Bank & Trust
Florida
$865K +$4.21K +164 +0.5%
BOC
521
Barbara Oil Co
Illinois
$863K
CIC
522
Chilton Investment Company
Connecticut
$861K
SF
523
Symphony Financial
Texas
$860K -$362K -14,112 -30%
EF
524
Empirical Finance
Pennsylvania
$855K +$38.1K +1,488 +5%
CFMC
525
Curbstone Financial Management Corp
New Hampshire
$851K