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Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
501
Kings Point Capital Management
New York
$37K
CT
502
Caldwell Trust
Florida
$36.5K
Lazard Asset Management
503
Lazard Asset Management
New York
$34K +$33K +190 New
First Manhattan
504
First Manhattan
New York
$33K +$10.4K +60 +48%
PMFA
505
Plante Moran Financial Advisors
Michigan
$31K
CHA
506
Carmichael Hill & Associates
Maryland
$29K
GAM
507
Gemmer Asset Management
California
$29K
AF
508
Advisornet Financial
Minnesota
$29K +$869 +5 +3%
WB
509
Webster Bank
Connecticut
$28K
CI
510
CX Institutional
Indiana
$28K +$6.26K +36 +30%
CCM
511
Covington Capital Management
California
$26K
FRA
512
Front Row Advisors
California
$26K +$695 +4 +3%
FQ
513
First Quadrant
California
$26K +$2.61K +15 +12%
BC
514
Barnett & Company
Tennessee
$23K +$21.6K +124 New
EWA
515
Evolution Wealth Advisors
Florida
$23K +$21.7K +125 New
BFEC
516
Benjamin F. Edwards & Company
Missouri
$22K
CFO
517
CVA Family Office
Colorado
$22K +$20.9K +120 New
KTC
518
Kistler-Tiffany Companies
Pennsylvania
$21K
WT
519
Washington Trust
Rhode Island
$21K
LF
520
Lee Financial
Texas
$21K +$3.48K +20 +21%
HI
521
Harbour Investments
Wisconsin
$21K +$19.6K +113 New
Twin Tree Management
522
Twin Tree Management
Texas
$21K +$19.6K +113 New
CFA
523
Carroll Financial Associates
North Carolina
$20K +$695 +4 +4%
PP
524
Pacifica Partners
Canada
$19K
HL
525
Harding Loevner
New Jersey
$18K -$62.8K -361 -78%