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Name Holding Trade Value Shares
Change
Change in
Stake
WA
601
WFG Advisors
Texas
$15K +$102 +1 +0.7%
CGT
602
Capital Guardian Trust
California
$14K -$1.23K -12 -8%
GAM
603
Gemmer Asset Management
California
$14K – – –
KCM
604
Karp Capital Management
California
$14K +$13.7K +134 New
HA
605
Harfst & Associates
Wyoming
$13K +$13.3K +130 New
MCM
606
Manchester Capital Management
Vermont
$12K – – –
Acadian Asset Management
607
Acadian Asset Management
Massachusetts
$12K +$2.86K +28 +31%
NFG
608
Next Financial Group
Texas
$10K – – –
S
609
SignatureFD
Georgia
$10K +$4.59K +45 +85%
RFS
610
Rockefeller Financial Services
New York
$8K -$102K -1,000 -93%
LS
611
Lupo Securities
Illinois
$8K -$92.1K -902 -92%
ST
612
Smithfield Trust
Pennsylvania
$8K – – –
TFO
613
Tarbox Family Office
California
$8K – – –
OSAM
614
O'Shaughnessy Asset Management
Connecticut
$8K +$8.06K +79 New
AW
615
Alpha Windward
Massachusetts
$7K -$714 -7 -9%
NCM
616
Nelson Capital Management
California
$7K – – –
RA
617
Rational Advisors
New York
$7K – – –
FAM
618
Fortaleza Asset Management
Illinois
$6K – – –
NSIM
619
North Star Investment Management
Illinois
$6K – – –
ACS
620
Archford Capital Strategies
Illinois
$6K +$1.53K +15 +33%
VNA
621
Valley National Advisers
Pennsylvania
$5K +$5.1K +50 New
MFBTD
622
MB Financial Bank - Trust Department
Illinois
$5K +$5.21K +51 New
CFA
623
Carroll Financial Associates
North Carolina
$5K +$5.51K +54 New
MPWT
624
MassMutual Private Wealth & Trust
Connecticut
$4.03K +$5.1K +50 New
CAW
625
Cornerstone Advisors (Washington)
Washington
$4K – – –