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Name Holding Trade Value Shares
Change
Change in
Stake
RFS
626
Rockefeller Financial Services
New York
$825K -$25.5K -655 -3%
ECM
627
Everence Capital Management
Indiana
$819K – – –
CCM
628
Compton Capital Management
Rhode Island
$815K -$4.37K -112 -0.5%
V
629
Veritable
Delaware
$813K -$160K -4,104 -15%
TPWA
630
TRUE Private Wealth Advisors
Oregon
$798K +$14K +358 +2%
CD
631
Carl Domino
Florida
$798K +$581K +14,906 +197%
GWI
632
Grace & White Inc
New York
$797K – – –
QC
633
QCM Cayman
Texas
$791K +$869K +22,283 New
FCH
634
Freestone Capital Holdings
Washington
$786K +$64.6K +1,657 +8%
BAS
635
Brown Advisory Securities
Maryland
$776K -$55.8K -1,430 -6%
Pacer Advisors
636
Pacer Advisors
Pennsylvania
$770K +$89.9K +2,305 +12%
PRCM
637
Pine River Capital Management
Minnesota
$764K -$1.19M -30,630 -59%
WIS
638
Wright Investors Service
Connecticut
$764K +$108K +2,782 +15%
OMCS
639
Old Mutual Customised Solutions
South Africa
$761K -$162K -4,152 -16%
BO
640
Bank OZK
Arkansas
$756K +$241K +6,183 +41%
BCM
641
Bluefin Capital Management
New York
$756K +$526K +13,476 +172%
FAAS
642
First Allied Advisory Services
California
$751K -$1.79M -45,892 -69%
SACTSONJ
643
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$743K – – –
WTC
644
WhitTier Trust Company
Nevada
$732K -$3.98K -102 -0.5%
VWM
645
Venturi Wealth Management
Texas
$729K – – –
SJIM
646
St. Johns Investment Management
Florida
$727K -$21.7K -556 -3%
W
647
Wealthfront
California
$723K +$3K +77 +0.4%
BCAM
648
Boston Common Asset Management
Massachusetts
$713K +$66.7K +1,711 +9%
JIC
649
Johnson Investment Counsel
Ohio
$698K +$1.01K +26 +0.1%
BA
650
Broadview Advisors
Wisconsin
$697K -$521K -13,352 -40%