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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
701
New Capital Management
Texas
$25K -$22.4K -210 -58%
BFEC
702
Benjamin F. Edwards & Company
Missouri
$25K – – –
GAM
703
Gemmer Asset Management
California
$25K – – –
RAM
704
Riggs Asset Management
Pennsylvania
$24K -$21.3K -200 -47%
HCC
705
Hirtle Callaghan & Co
Pennsylvania
$24K – – –
CPIG
706
Chicago Partners Investment Group
Illinois
$22K -$63.9K -600 -75%
ADL
707
Asset Dedication LLC
California
$22K – – –
BWM
708
Baystate Wealth Management
Massachusetts
$22K – – –
TCM
709
Tradewinds Capital Management
Washington
$22K – – –
WWM
710
Willingdon Wealth Management
North Carolina
$22K +$21.3K +200 New
MWM
711
MinichMacGregor Wealth Management
New York
$21K – – –
CAW
712
Cornerstone Advisors (Washington)
Washington
$20K – – –
PS
713
Portfolio Solutions
Michigan
$20K – – –
AIS
714
AlphaOne Investment Services
Pennsylvania
$20K +$19.9K +187 New
MCIA
715
Mountain Capital Investment Advisors
Colorado
$19K – – –
SHJ
716
Sharkey, Howes & Javer
Colorado
$18K – – –
TF
717
Tompkins Financial
New York
$16K – – –
FMII
718
Farmers & Merchants Investments Inc
Nebraska
$16K +$1.7K +16 +12%
HR
719
Howe & Rusling
New York
$15K -$12.6K -118 -46%
OIA
720
OneDigital Investment Advisors
Kansas
$15K – – –
WIM
721
Westside Investment Management
California
$14.9K – – –
CAPTRUST Financial Advisors
722
CAPTRUST Financial Advisors
North Carolina
$14K +$14.6K +137 New
CCMW
723
Cypress Capital Management (Wyoming)
Wyoming
$13K – – –
ZB
724
Zions Bancorporation
Utah
$13K +$10.7K +100 +556%
ED
725
Exane Derivatives
France
$12.3K -$1.98M -18,629 -99%