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Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
626
FRG Family Wealth Advisors
Washington
$802K -$129K -915 -12%
PIM
627
Profit Investment Management
Maryland
$802K – – –
CA
628
Cetera Advisors
Colorado
$796K -$53.4K -379 -5%
FA
629
FMA Advisory
Pennsylvania
$783K -$75.5K -536 -8%
BSW
630
Buckingham Strategic Wealth
Missouri
$778K +$261K +1,852 +41%
S
631
SimplyRich
California
$776K – – –
CFD
632
Creative Financial Designs
Indiana
$775K +$120K +856 +15%
FMT
633
First Mercantile Trust
Tennessee
$772K +$5.91K +42 +0.7%
LAIC
634
Lederer & Associates Investment Counsel
California
$771K +$174K +1,239 +24%
IRF
635
IBM Retirement Fund
New York
$762K +$298K +2,118 +51%
OAG
636
Orbis Allan Gray
Bermuda
$760K +$883K +6,271 New
Bessemer Group
637
Bessemer Group
New Jersey
$744K +$179K +1,269 +26%
CIM
638
CIM Investment Management
Pennsylvania
$743K -$804K -5,715 -48%
PA
639
Procyon Advisors
Connecticut
$737K +$92.6K +658 +12%
WIC
640
Whitegate Investment Counselors
New Hampshire
$733K -$184K -1,305 -18%
LIM
641
Leavell Investment Management
Alabama
$733K -$84.5K -600 -9%
HIC
642
Holderness Investments Company
North Carolina
$733K -$12K -85 -1%
CBT
643
Capital Bank & Trust
California
$732K +$3.52K +25 +0.4%
ARMC
644
American Research & Management Company
Massachusetts
$732K +$142K +1,010 +20%
PTC
645
Private Trust Company
Ohio
$731K +$116K +823 +16%
FCH
646
Freestone Capital Holdings
Washington
$730K -$487K -3,462 -37%
SACTSONJ
647
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$728K – – –
FHA
648
First Horizon Advisors
Tennessee
$722K -$22.7K -161 -3%
RI
649
Ridgewood Investments
New Jersey
$718K +$92.1K +654 +12%
BP
650
Ballentine Partners
Massachusetts
$716K -$1.83K -13 -0.2%