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Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
326
Baltimore-Washington Financial Advisors
Maryland
$47K +$46.5K +1,500 New
PAMU
327
Pictet Asset Management (UK)
United Kingdom
$46K +$45K +1,450 New
ZTNA
328
Zions Trust National Association
Utah
$44K +$43.4K +1,400 New
IC
329
IKOS CIF
Cyprus
$40K +$40.5K +1,305 New
PMFA
330
Plante Moran Financial Advisors
Michigan
$38K +$37.2K +1,200 New
FMLI
331
Fukoku Mutual Life Insurance
Japan
$35K +$34.1K +1,100 New
IUAM
332
Itau USA Asset Management
New York
$35K +$34.1K +1,100 New
SOAMC
333
Spirit of America Management Corp
New York
$35K +$34.1K +1,100 New
DADC
334
D.A. Davidson & Co
Montana
$28K +$29.8K +962 New
MFS
335
MSI Financial Services
Massachusetts
$23K +$22.8K +736 New
GIS
336
Guardian Investor Services
New York
$21K +$20.4K +657 New
GGPS
337
Gary Goldberg Planning Services
New York
$20K +$19.2K +618 New
HR
338
Howe & Rusling
New York
$20K +$19.5K +627 New
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$18K +$17.3K +558 New
SIA
340
Sit Investment Associates
Minnesota
$18K +$17.8K +575 New
MCM
341
Manchester Capital Management
Vermont
$18K +$18K +581 New
DAM
342
Delta Asset Management
Tennessee
$16K +$15.5K +500 New
PCTC
343
Perkins Coie Trust Company
Washington
$16K +$15.5K +500 New
IWC
344
Integrated Wealth Counsel
California
$14K +$13.6K +439 New
JIC
345
Joel Isaacson & Co
New York
$13K +$12.4K +400 New
AR
346
Advisory Research
Illinois
$12K +$11.4K +366 New
Envestnet Asset Management
347
Envestnet Asset Management
Illinois
$12K +$11.7K +378 New
PTC
348
Private Trust Company
Ohio
$12K +$11.8K +379 New
FFC
349
First Financial Corp
Indiana
$11K +$10.7K +344 New
OMCS
350
Old Mutual Customised Solutions
South Africa
$11K +$10.9K +350 New