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Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
601
Integrated Wealth Management (Palm Desert)
California
$228K +$227K +3,964 New
NIT
602
NumerixS Investment Technologies
British Columbia, Canada
$226K +$225K +3,920 New
RFS
603
Rockefeller Financial Services
New York
$223K – – –
DAM
604
Delta Asset Management
Tennessee
$223K +$112K +1,956 +102%
TCM
605
Texan Capital Management
Texas
$220K – – –
CFA
606
CT Financial Advisors
Pennsylvania
$218K – – –
ABC
607
Associated Banc-Corp
Wisconsin
$218K +$217K +3,777 New
GSBTD
608
Glenview State Bank Trust Department
Illinois
$217K – – –
CLOS
609
Compagnie Lombard Odier SCmA
Switzerland
$217K +$215K +3,748 New
GC
610
Grimes & Company
Massachusetts
$212K +$210K +3,664 New
Simplex Trading
611
Simplex Trading
Illinois
$210K -$938K -16,353 -82%
CCFCSB
612
Cape Cod Five Cents Savings Bank
Massachusetts
$210K -$87.1K -1,520 -29%
BIM
613
Barton Investment Management
Pennsylvania
$209K +$208K +3,626 New
Aristotle Capital Management
614
Aristotle Capital Management
California
$206K -$45.9K -800 -18%
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$205K -$2.29K -40 -1%
RWA
616
Ropes Wealth Advisors
Massachusetts
$204K +$202K +3,532 New
AL
617
Agran Libbie
California
$203K +$202K +3,520 New
LWCFA
618
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$202K – – –
WJA
619
Williams Jones & Associates
New York
$202K +$201K +3,500 New
KFS
620
Kurt F. Somerville
$201K -$257K -4,488 -56%
CFMC
621
Curbstone Financial Management Corp
New Hampshire
$201K +$200K +3,480 New
Credit Agricole
622
Credit Agricole
France
$198K -$446K -7,779 -69%
GWM
623
Gupta Wealth Management
California
$197K +$196K +3,414 New
AWM
624
AllSquare Wealth Management
New York
$185K +$179K +3,120 +3,900%
CAL
625
Capital Advisors Ltd
Ohio
$179K – – –