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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
576
Kingsview Wealth Management
Oregon
$639K +$73.8K +2,269 +12%
WSTAM
577
Wilbanks Smith & Thomas Asset Management
Virginia
$632K -$143K -4,411 -18%
RMC
578
Resources Management Corp
Connecticut
$632K -$67K -2,060 -9%
SWM
579
Sculati Wealth Management
Michigan
$632K +$18.6K +572 +3%
VLC
580
Van Leeuwen & Company
New Jersey
$630K -$150K -4,625 -19%
DPIM
581
Duff & Phelps Investment Management
Illinois
$630K – – –
CI
582
Capital International
California
$630K +$218K +6,711 +49%
EDRH
583
Edmond de Rothschild Holding
Switzerland
$626K -$16K -492 -2%
NAM
584
NorthCoast Asset Management
Connecticut
$626K +$655K +20,149 New
JWM
585
Jackson Wealth Management
Florida
$624K +$653K +20,101 New
OAM
586
Oppenheimer Asset Management
New York
$623K -$3.41K -105 -0.5%
CLOS
587
Compagnie Lombard Odier SCmA
Switzerland
$618K -$14.6K -448 -2%
TAM
588
Taurus Asset Management
New York
$616K – – –
CFGS
589
Concourse Financial Group Securities
Alabama
$615K -$37.4K -1,151 -6%
HCM
590
Highlander Capital Management
New Jersey
$614K +$65.2K +2,007 +11%
MAFM
591
Mid Atlantic Financial Management
Pennsylvania
$611K -$21.9K -673 -5%
HFA
592
Hoover Financial Advisors
Pennsylvania
$610K +$561K +17,255 +631%
ISL
593
Ingalls & Snyder LLC
New York
$600K -$30.9K -952 -5%
DLA
594
Douglas Lane & Associates
New York
$597K +$186K +5,725 +42%
IIM
595
Ipswich Investment Management
Massachusetts
$596K -$3.9K -120 -0.6%
VST
596
Van Strum & Towne
California
$593K -$16K -491 -3%
TCM
597
Tandem Capital Management
New Jersey
$591K -$188K -5,792 -23%
1WA
598
180 Wealth Advisors
Washington
$590K +$12.6K +387 +2%
SPC
599
Stewart & Patten Company
California
$587K -$48K -1,478 -7%
VIA
600
Vident Investment Advisory
Georgia
$587K +$24.9K +766 +4%
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