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Name Holding Trade Value Shares
Change
Change in
Stake
UCB
526
United Community Bank
South Carolina
$1.03M +$944K +3,637 New
TF
527
Trek Financial
Arizona
$1.02M +$107K +411 +13%
Banque Pictet & Cie
528
Banque Pictet & Cie
Switzerland
$997K +$64.9K +250 +8%
CFCI
529
Comprehensive Financial Consultants Institutional
Indiana
$993K +$1.1M +4,246 New
TD Waterhouse Canada
530
TD Waterhouse Canada
Ontario, Canada
$983K +$945K +3,640 New
Lincoln National Corp
531
Lincoln National Corp
Pennsylvania
$979K +$21.5K +83 +2%
BMCM
532
Burns Matteson Capital Management
New York
$975K +$87.7K +338 +11%
GTAM
533
Global Trust Asset Management
Florida
$971K – – –
APWM
534
Atlas Private Wealth Management
New York
$966K -$26K -100 -3%
First Pacific Advisors
535
First Pacific Advisors
California
$955K – – –
BOM
536
Bank of Marin
California
$955K +$16.9K +65 +2%
WCA
537
Westover Capital Advisors
Delaware
$953K +$511K +1,971 +140%
KFA
538
Kelleher Financial Advisors
New York
$949K -$1.46M -5,639 -63%
Nomura Holdings
539
Nomura Holdings
Japan
$938K -$254K -979 -23%
LRPA
540
L. Roy Papp & Associates
Arizona
$937K – – –
National Bank of Canada
541
National Bank of Canada
Quebec, Canada
$928K +$853K +3,287 New
Creative Planning
542
Creative Planning
Kansas
$906K -$24.1K -93 -3%
PFGIA
543
Patriot Financial Group Insurance Agency
Massachusetts
$897K +$19.2K +74 +2%
Park Avenue Securities
544
Park Avenue Securities
New York
$897K +$47K +181 +6%
PSP
545
Principal Street Partners
Tennessee
$896K +$824K +3,174 New
IRF
546
IBM Retirement Fund
New York
$894K -$571K -2,200 -41%
IndexIQ Advisors
547
IndexIQ Advisors
New York
$886K -$29.8K -115 -4%
Empirical Finance
548
Empirical Finance
Pennsylvania
$886K +$229K +883 +39%
Glenmede Trust
549
Glenmede Trust
Pennsylvania
$872K +$88K +339 +12%
QCM
550
Quest Capital Management
Texas
$861K +$33.7K +130 +4%