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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
426
Avalon Investment & Advisory
Texas
$593K -$18.2M -296,683 -97%
CS
427
Credential Securities
$584K +$37.1K +605 +6%
BBPWM
428
Blue Bell Private Wealth Management
Pennsylvania
$580K +$589K +9,612 +1,994%
RBC
429
Ronald Blue & Co
Georgia
$576K -$73.3K -1,195 -11%
PGFC
430
Peapack-Gladstone Financial Corp
New Jersey
$564K +$47.8K +779 +9%
CSS
431
Cubist Systematic Strategies
Connecticut
$558K +$260K +4,244 +78%
BBHC
432
Brown Brothers Harriman & Co
New York
$553K +$41.1K +671 +7%
SCM
433
SOL Capital Management
Maryland
$552K -$17.2K -280 -3%
IAS
434
IMA Advisory Services
Colorado
$548K -$3.43K -56 -0.6%
1IA
435
1834 Investment Advisors
Wisconsin
$542K
UAS
436
United Asset Strategies
New York
$541K +$31.4K +512 +6%
BTNA
437
Bremer Trust National Association
Minnesota
$540K -$13.9K -226 -2%
EIM
438
Emerson Investment Management
Massachusetts
$531K
IB
439
Intrust Bank
Kansas
$527K +$27.1K +442 +5%
GAM
440
Garrison Asset Management
Arkansas
$526K -$24.5K -400 -4%
BCMO
441
Buckingham Capital Management (Ohio)
Ohio
$525K -$13K -212 -2%
WA
442
WealthTrust Axiom
Pennsylvania
$522K +$123 +2 +0%
PAM
443
Premier Asset Management
Illinois
$511K +$18.4K +300 +3%
MCM
444
Murphy Capital Management
New Jersey
$510K +$14.8K +242 +3%
ASN
445
Advisory Services Network
Georgia
$509K +$40.6K +662 +8%
HPC
446
HM Payson & Co
Maine
$507K -$49.7K -810 -8%
SAM
447
Strategy Asset Managers
California
$507K +$55.3K +902 +11%
AP
448
Advisor Partners
California
$506K -$20.6K -336 -4%
VFS
449
VSR Financial Services
Kansas
$506K +$325K +5,307 +151%
N
450
Natixis
France
$499K +$291K +4,752 +121%