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Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
451
Macquarie Group
Australia
$82K – – –
MUS
452
Mitsubishi UFJ Securities
Japan
$81K -$7.21K -220 -8%
IPC
453
Independent Portfolio Consultants
Florida
$78K +$39.8K +1,215 +103%
OAM
454
Orinda Asset Management
California
$76K +$76.1K +2,322 New
DADC
455
D.A. Davidson & Co
Montana
$66K +$38.6K +1,178 +135%
MCM
456
Manchester Capital Management
Vermont
$62K – – –
PAM
457
PartnerRe Asset Management
Connecticut
$59K -$101K -3,071 -63%
PAIA
458
Park Avenue Institutional Advisers
New York
$57K -$1.71K -52 -3%
CHAM
459
Clear Harbor Asset Management
Connecticut
$49K – – –
CTC
460
Central Trust Company
Missouri
$48K – – –
AIM
461
Advantage Investment Management
Iowa
$47K – – –
WAM
462
Wealthspire Advisors (Maryland)
Maryland
$47K +$47.5K +1,448 New
SIM
463
Sonora Investment Management
Arizona
$45K – – –
ARMT
464
Amica Retiree Medical Trust
Rhode Island
$44K – – –
GLI
465
Guardian Life Insurance
New York
$41K -$9.8K -299 -19%
KT
466
Kanaly Trust
Texas
$36K +$1.34K +41 +4%
EWM
467
Endurance Wealth Management
Rhode Island
$34K +$34.4K +1,050 New
EWM
468
Evercore Wealth Management
New York
$33K – – –
HRC
469
Hoertkorn Richard Charles
$33K – – –
Loomis, Sayles & Company
470
Loomis, Sayles & Company
Massachusetts
$33K +$12.2K +373 +60%
KF
471
Krilogy Financial
Missouri
$28K – – –
SAMC
472
Shinko Asset Management Company
Japan
$26K – – –
WA
473
WealthTrust-Arizona
Arizona
$25K – – –
CFA
474
Carroll Financial Associates
North Carolina
$25K +$4.46K +136 +21%
MA
475
MCF Advisors
Kentucky
$23K – – –