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Name Holding Trade Value Shares
Change
Change in
Stake
MYAM
401
Meiji Yasuda Asset Management
Japan
$276K
BWA
402
Burt Wealth Advisors
Maryland
$275K
LOAME
403
Lombard Odier Asset Management (Europe)
United Kingdom
$274K
PA
404
Pinnacle Associates
New York
$266K
RMCM
405
Reynders McVeigh Capital Management
Massachusetts
$252K
GCA
406
Greenwood Capital Associates
South Carolina
$251K +$55.2K +434 +28%
OMCS
407
Old Mutual Customised Solutions
South Africa
$238K
SAM
408
Symphony Asset Management
California
$235K +$39.7K +312 +20%
BP
409
Ballentine Partners
Massachusetts
$232K +$221K +1,739 New
MA
410
MUFG Americas
New York
$228K +$230K +1,810 New
CM
411
Crestline Management
Texas
$227K -$676K -5,313 -75%
ZCA
412
Zeke Capital Advisors
Pennsylvania
$224K +$227K +1,780 New
PPSG
413
Princeton Portfolio Strategies Group
New Jersey
$223K
CI
414
Conning Inc
Connecticut
$218K +$220K +1,730 New
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$211K +$2.93K +23 +1%
IIA
416
IPG Investment Advisors
California
$211K +$213K +1,675 New
UCFA
417
United Capital Financial Advisors
Texas
$204K -$145K -1,141 -41%
BF
418
BOK Financial
Oklahoma
$186K +$188K +1,478 New
LWCFA
419
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$177K +$95.4K +750 +130%
FIM
420
Foresters Investment Management
New York
$171K +$111K +870 +179%
GBT
421
Grove Bank & Trust
Florida
$161K +$119K +934 +273%
WEC
422
Winslow Evans & Crocker
Massachusetts
$151K
RFS
423
Rockefeller Financial Services
New York
$151K -$280K -2,200 -65%
SLF
424
Sun Life Financial
Ontario, Canada
$150K +$150K +1,179 +9,069%
IA
425
IFP Advisors
Florida
$144K +$13.1K +103 +10%