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Name Holding Trade Value Shares
Change
Change in
Stake
W
401
Wealthfront
California
$79K +$35.6K +1,504 +81%
MAM
402
Mizuho Asset Management
Japan
$78K +$25.3K +1,068 +48%
CBOA
403
Commonwealth Bank of Australia
Australia
$77K – – –
MCM
404
Manchester Capital Management
Vermont
$73K +$1.14K +48 +2%
AGM
405
Alpine Global Management
New York
$68K +$69.2K +2,922 New
JIM
406
Jupiter Investment Management
United Kingdom
$68K +$69.3K +2,925 New
IPC
407
Independent Portfolio Consultants
Florida
$65K -$7.74K -327 -11%
IMS
408
Index Management Solutions
Pennsylvania
$63K +$17.9K +754 +39%
PAIA
409
Park Avenue Institutional Advisers
New York
$63K +$63.5K +2,682 New
TCOV
410
Trust Company of Vermont
Vermont
$59K – – –
TDC
411
Thompson Davis & Co
Virginia
$56K -$2.06K -87 -4%
WRM
412
Westport Resources Management
Connecticut
$54K – – –
NCMG
413
NCM Capital Management Group
North Carolina
$45K – – –
AIM
414
Advantage Investment Management
Iowa
$41K – – –
GLI
415
Guardian Life Insurance
New York
$41K – – –
SNT
416
Security National Trust
West Virginia
$40K – – –
CTC
417
Central Trust Company
Missouri
$34K – – –
VIA
418
Vident Investment Advisory
Georgia
$30K +$30.6K +1,294 New
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$28K – – –
PMFA
420
Plante Moran Financial Advisors
Michigan
$27K – – –
SAMC
421
Shinko Asset Management Company
Japan
$24K -$4.5K -190 -14%
EDRE
422
Edmond de Rothschild (Europe)
Luxembourg
$24K +$24.4K +1,030 New
JWA
423
JFS Wealth Advisors
Pennsylvania
$21K -$22.1K -933 -52%
FNBT
424
FineMark National Bank & Trust
Florida
$17K – – –
First Manhattan
425
First Manhattan
New York
$16K – – –