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Name Holding Trade Value Shares
Change
Change in
Stake
TF
526
Trek Financial
Arizona
$1.02M +$107K +411 +13%
BPC
527
Banque Pictet & Cie
Switzerland
$997K +$64.9K +250 +8%
CFCI
528
Comprehensive Financial Consultants Institutional
Indiana
$993K +$1.1M +4,246 New
TWC
529
TD Waterhouse Canada
Ontario, Canada
$983K +$945K +3,640 New
LNC
530
Lincoln National Corp
Pennsylvania
$979K +$21.5K +83 +2%
BMCM
531
Burns Matteson Capital Management
New York
$975K +$87.7K +338 +11%
GTAM
532
Global Trust Asset Management
Florida
$971K
APWM
533
Atlas Private Wealth Management
New York
$966K -$26K -100 -3%
FPA
534
First Pacific Advisors
California
$955K
BOM
535
Bank of Marin
California
$955K +$16.9K +65 +2%
WCA
536
Westover Capital Advisors
Delaware
$953K +$511K +1,971 +140%
KFA
537
Kelleher Financial Advisors
New York
$949K -$1.46M -5,639 -63%
Nomura Holdings
538
Nomura Holdings
Japan
$938K -$254K -979 -23%
LRPA
539
L. Roy Papp & Associates
Arizona
$937K
National Bank of Canada
540
National Bank of Canada
Quebec, Canada
$928K +$853K +3,287 New
Creative Planning
541
Creative Planning
Kansas
$906K -$24.1K -93 -3%
PFGIA
542
Patriot Financial Group Insurance Agency
Massachusetts
$897K +$19.2K +74 +2%
PAS
543
Park Avenue Securities
New York
$897K +$47K +181 +6%
PSP
544
Principal Street Partners
Tennessee
$896K +$824K +3,174 New
IRF
545
IBM Retirement Fund
New York
$894K -$571K -2,200 -41%
IA
546
IndexIQ Advisors
New York
$886K -$29.8K -115 -4%
EF
547
Empirical Finance
Pennsylvania
$886K +$229K +883 +39%
GT
548
Glenmede Trust
Pennsylvania
$872K +$88K +339 +12%
QCM
549
Quest Capital Management
Texas
$861K +$33.7K +130 +4%
PTP
550
Platform Technology Partners
New York
$856K