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Name Holding Trade Value Shares
Change
Change in
Stake
FMII
701
Farmers & Merchants Investments Inc
Nebraska
$68K – – –
LJHT
702
Laurie J. Hall Trustee
$67K – – –
THWM
703
Taylor Hoffman Wealth Management
Virginia
$63K – – –
LFA
704
Legacy Financial Advisors
Kentucky
$62K +$17.5K +351 +42%
MWNA
705
Marshall Wace North America
New York
$62K +$60K +1,200 New
VNA
706
Valley National Advisers
Pennsylvania
$61K – – –
SMFS
707
Squar Milner Financial Services
California
$61K +$8.29K +166 +16%
PB
708
Pinnacle Bancorp
Nebraska
$60K +$4K +80 +7%
CCM
709
Causeway Capital Management
California
$59K -$11.3M -226,535 -100%
WB
710
Webster Bank
Connecticut
$59K -$6.4K -128 -10%
SC
711
Sawyer & Company
Massachusetts
$59K – – –
TFS
712
TrustCore Financial Services
Tennessee
$59K +$450 +9 +0.8%
WTC
713
WhitTier Trust Company
Nevada
$56K -$12.6K -252 -19%
PFO
714
Pathstone Family Office
New Jersey
$56K +$7.79K +156 +17%
ARMC
715
American Research & Management Company
Massachusetts
$56K +$40K +800 +286%
PW
716
Price Wealth
Texas
$55K – – –
CIM
717
Contravisory Investment Management
Massachusetts
$54K – – –
TL
718
TrueWealth LLC
Georgia
$53K – – –
PCM
719
Princeton Capital Management
New Jersey
$53K +$24.6K +493 +94%
AC
720
Avestar Capital
New York
$53K +$34.7K +694 +195%
GCM
721
Gables Capital Management
Florida
$51K – – –
MSFP
722
Mark Sheptoff Financial Planning
Connecticut
$50K -$8K -160 -14%
LWCFA
723
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K – – –
BL
724
Balentine LLC
Georgia
$49K +$19.5K +391 +72%
Marshall Wace
725
Marshall Wace
United Kingdom
$47K – – –