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Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
501
R.M. Davis Inc
Maine
$139K
SIM
502
Sigma Investment Management
Oregon
$139K
CAM
503
Carret Asset Management
New York
$136K +$134K +11,160 New
AW
504
ACG Wealth
Georgia
$134K
LWM
505
Lenox Wealth Management
Ohio
$134K
RC
506
RegentAtlantic Capital
New Jersey
$133K -$14.3K -1,196 -10%
CL
507
Choreo LLC
Illinois
$132K +$130K +10,855 New
Baird Financial Group
508
Baird Financial Group
Wisconsin
$129K
PA
509
Pinnacle Associates
New York
$128K -$20K -1,669 -14%
MAM
510
Mizuho Asset Management
Japan
$127K -$22.7K -1,900 -15%
CIC
511
Carnegie Investment Counsel
Ohio
$126K -$12.4K -1,036 -9%
Fiera Capital (Canada)
512
Fiera Capital (Canada)
Quebec, Canada
$126K
CCA
513
Checchi Capital Advisers
California
$125K +$43.8K +3,657 +56%
MWAC
514
Mariner Wealth Advisors (Cincinnati)
Ohio
$124K
BMO
515
Beck Mack & Oliver
New York
$122K
LPC
516
Loeb Partners Corp
New York
$122K
CCM
517
Cutler Capital Management
Massachusetts
$121K +$120K +10,000 New
MFS
518
MSI Financial Services
Massachusetts
$109K +$10.3K +860 +11%
VIA
519
Virtus Investment Advisers
Connecticut
$109K +$107K +8,960 New
GWM
520
Geneos Wealth Management
Colorado
$107K +$61K +5,095 +135%
MA
521
MCF Advisors
Kentucky
$105K +$706 +59 +0.7%
SWA
522
Sutton Wealth Advisors
Florida
$103K -$945 -79 -0.9%
TRCT
523
Tower Research Capital (TRC)
New York
$102K -$178K -14,856 -64%
QAM
524
QCI Asset Management
New York
$87K +$85.1K +7,113 New
JIC
525
Joel Isaacson & Co
New York
$85K