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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
626
Parkside Investments
Illinois
$960K +$46.6K +781 +5%
EC
627
Estate Counselors
Wisconsin
$957K – – –
SDIC
628
South Dakota Investment Council
South Dakota
$954K -$402K -6,735 -29%
WIS
629
Wright Investors Service
Connecticut
$950K +$296K +4,958 +42%
IIM
630
Ipswich Investment Management
Massachusetts
$943K -$144K -2,413 -13%
1WA
631
180 Wealth Advisors
Washington
$938K -$37.2K -623 -4%
CCA
632
Checchi Capital Advisers
California
$938K +$494K +8,282 +101%
IFWM
633
Institute for Wealth Management
Colorado
$936K +$2.69K +45 +0.3%
FWTB
634
First Western Trust Bank
Colorado
$936K +$948K +15,889 New
KIA
635
KCM Investment Advisors
California
$932K -$95.6K -1,602 -9%
BIM
636
Bridges Investment Management
Nebraska
$932K -$4.83K -81 -0.5%
CCMT
637
CMT Capital Markets Trading
Germany
$928K +$80.5K +1,349 +9%
MSS
638
Mitchell Sinkler & Starr
Pennsylvania
$927K – – –
BP
639
Ballentine Partners
Massachusetts
$925K +$17.6K +295 +2%
9WM
640
9258 Wealth Management
Ohio
$921K -$76.3K -1,279 -7%
GW
641
GW & Wade
Massachusetts
$921K +$27.3K +458 +3%
IIA
642
IPG Investment Advisors
California
$919K -$12.5K -209 -1%
BTW
643
Boston Trust Walden
Massachusetts
$919K +$8.71K +146 +0.9%
CCG
644
Ceeto Capital Group
Florida
$916K – – –
HJMC
645
Hellman Jordan Management Company
Massachusetts
$915K – – –
GD
646
Grandfield & Dodd
New York
$910K -$5.55K -93 -0.6%
EB
647
Eastern Bank
Massachusetts
$908K -$114K -1,907 -11%
HCMT
648
Highland Capital Management (Tennessee)
Tennessee
$907K -$31.8K -533 -3%
EDRH
649
Edmond de Rothschild Holding
Switzerland
$902K +$640K +10,719 +210%
AI
650
Accredited Investors
Minnesota
$897K -$179 -3 -0%
24 25
26
27 28