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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1101
Argentus Capital Management
Texas
$642K +$307K +2,594 +87%
SA
1102
SL Advisors
New Jersey
$641K -$73.8K -623 -10%
WTB
1103
Washington Trust Bank
Washington
$639K -$77.4K -653 -11%
WIP
1104
Wellesley Investment Partners
Massachusetts
$638K +$20.5K +173 +3%
ARMT
1105
Amica Retiree Medical Trust
Rhode Island
$636K
Lido Advisors
1106
Lido Advisors
California
$636K +$654K +5,516 New
EDRH
1107
Edmond de Rothschild Holding
Switzerland
$630K +$42.3K +357 +7%
FP
1108
FDO Partners
Massachusetts
$627K -$1.05M -8,900 -62%
HCC
1109
Hirtle Callaghan & Co
Pennsylvania
$627K +$237K +2,000 +58%
LNB
1110
Ledyard National Bank
$625K +$11.3K +95 +2%
CPA
1111
Court Place Advisors
Maryland
$623K
SMC
1112
Smith, Moore & Co
Missouri
$622K -$8.29K -70 -1%
Carson Wealth (CWM LLC)
1113
Carson Wealth (CWM LLC)
Nebraska
$622K +$155K +1,308 +32%
GWCM
1114
Godshalk Welsh Capital Management
Pennsylvania
$618K -$44.1K -372 -6%
CG
1115
Caprock Group
Idaho
$614K +$269K +2,274 +75%
ARTA
1116
A.R.T. Advisors
New York
$611K -$4.98M -42,003 -89%
ASN
1117
Advisory Services Network
Georgia
$609K -$328K -2,768 -34%
MFBTD
1118
MB Financial Bank - Trust Department
Illinois
$608K
Verition Fund Management
1119
Verition Fund Management
Connecticut
$604K -$694K -5,855 -53%
AIM
1120
Acropolis Investment Management
Missouri
$604K -$50.4K -425 -8%
AMIM
1121
Aull & Monroe Investment Management
Alabama
$603K +$118 +1 +0%
CCT
1122
Country Club Trust
Missouri
$603K +$19.6K +165 +3%
ACN
1123
Advisor Consultant Network
Ohio
$603K +$620K +5,231 New
BP
1124
Ballentine Partners
Massachusetts
$599K -$37.2K -314 -6%
MHS
1125
M Holdings Securities
Oregon
$599K +$24.6K +208 +4%