Name Holding Trade Value Shares
Change
Change in
Stake
WT
651
Whittier Trust
California
$375K +$13.2K +66 +4%
IIC
652
Integrated Investment Consultants
Michigan
$374K +$55.2K +275 +19%
HI
653
Harbour Investments
Wisconsin
$373K +$342K +1,702 New
MCG
654
MACRO Consulting Group
New Jersey
$372K +$31.5K +157 +10%
HSA
655
HBK Sorce Advisory
Pennsylvania
$371K +$7.63K +38 +2%
LS
656
Livforsakringsbolaget Skandia
Sweden
$370K – – –
HI
657
Hudock Inc
Pennsylvania
$367K – – –
CCG
658
Chatham Capital Group
Georgia
$366K – – –
ACM
659
Advisors Capital Management
New Jersey
$366K +$13.2K +66 +4%
AA
660
ALPS Advisors
Colorado
$362K +$332K +1,653 New
AIP
661
Ameritas Investment Partners
Nebraska
$361K – – –
MCM
662
MAI Capital Management
Ohio
$360K +$3.21K +16 +1%
IFWM
663
Institute for Wealth Management
Colorado
$355K -$803 -4 -0.2%
SL
664
Summitry LLC
California
$350K – – –
DA
665
Doliver Advisors
Texas
$349K +$320K +1,594 New
ACM
666
Allred Capital Management
Texas
$349K -$29.5K -147 -8%
CFA
667
Carroll Financial Associates
North Carolina
$348K -$5.42K -27 -2%
AAM
668
Auxier Asset Management
Oregon
$348K -$2.41K -12 -0.7%
FB
669
Fulton Bank
Pennsylvania
$344K +$15.1K +75 +5%
MCCP
670
Mission Creek Capital Partners
California
$340K -$23.3K -116 -7%
FDCC
671
Foster Dykema Cabot & Co
Massachusetts
$337K -$24.7K -123 -7%
WA
672
Wealth Alliance
New York
$336K -$202K -1,006 -40%
HC
673
Hourglass Capital
Texas
$332K – – –
PFS
674
Physicians Financial Services
North Carolina
$332K – – –
CI
675
Conning Inc
Connecticut
$331K -$30.3K -151 -9%