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Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
401
Curbstone Financial Management Corp
New Hampshire
$217K
RB
402
Rodgers Brothers
Pennsylvania
$213K +$206K +2,250 New
HCC
403
Hirtle Callaghan & Co
Pennsylvania
$210K
FQ
404
First Quadrant
California
$208K
PHAM
405
Palisades Hudson Asset Management
Florida
$207K +$201K +2,189 New
ST
406
Smithfield Trust
Pennsylvania
$203K -$13.7K -150 -7%
CCA
407
Catalyst Capital Advisors
New York
$199K -$18.5K -202 -9%
LBG
408
Lloyds Banking Group
United Kingdom
$188K +$106K +1,162 +139%
LWCFA
409
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K
SCP
410
Syntal Capital Partners
Texas
$186K +$181K +1,971 New
PSUF
411
People's United Financial
Connecticut
$183K
OMCS
412
Old Mutual Customised Solutions
South Africa
$170K -$55K -600 -25%
MCM
413
Manchester Capital Management
Vermont
$161K
MIC
414
MU Investments Company
Japan
$151K
BPBT
415
Boston Private Bank & Trust
Massachusetts
$149K
M
416
MOTCO
Texas
$144K
Envestnet Asset Management
417
Envestnet Asset Management
Illinois
$127K -$2.47K -27 -2%
W
418
Wealthfront
California
$127K +$52.8K +576 +75%
GIS
419
Guardian Investor Services
New York
$125K -$7.33K -80 -6%
PHK
420
Point72 Hong Kong
Hong Kong
$123K +$119K +1,303 New
TRCT
421
Tower Research Capital (TRC)
New York
$111K +$37K +404 +52%
MFS
422
MSI Financial Services
Massachusetts
$107K -$825 -9 -0.8%
TCOV
423
Trust Company of Vermont
Vermont
$107K
GLI
424
Guardian Life Insurance
New York
$101K
FHA
425
First Horizon Advisors
Tennessee
$100K +$8.25K +90 +9%