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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
751
American Asset Management
Florida
$270K +$47 +1 +0%
BIM
752
Baldwin Investment Management
Pennsylvania
$269K
PP
753
Palladium Partners
Virginia
$265K -$128K -2,713 -34%
PHS
754
Pekin Hardy Strauss
Illinois
$264K -$23.5K -500 -9%
IA
755
IFG Advisory
Georgia
$262K -$18.5K -394 -7%
GRP
756
Global Retirement Partners
California
$261K -$7.57K -161 -3%
M
757
Mirova
France
$260K
BW
758
Bison Wealth
Georgia
$260K +$246K +5,232 New
FCI
759
Financial Counselors Inc
Kansas
$257K +$7.05K +150 +3%
CPA
760
Cowen Prime Advisors
New York
$256K
OPA
761
Old Port Advisors
Maine
$252K +$9.35K +199 +4%
KCM
762
Kendall Capital Management
Maryland
$252K +$239K +5,082 New
WCA
763
Windsor Creek Advisors
Vermont
$248K -$329K -7,000 -58%
MGIA
764
Moneta Group Investment Advisors
Missouri
$247K -$80.9K -1,722 -26%
FNBOSM
765
First National Bank of South Miami
Florida
$247K +$14.9K +318 +7%
APA
766
American Portfolios Advisors
New York
$247K -$1.03K -22 -0.4%
JG
767
Jefferies Group
New York
$245K -$5.2M -110,633 -96%
LC
768
Loews Corp
New York
$245K -$74.7K -1,589 -24%
LJAC
769
L.J. Altfest & Co
New York
$245K -$4.04K -86 -2%
RMCM
770
Reynders McVeigh Capital Management
Massachusetts
$244K +$231K +4,922 New
DIM
771
DC Investments Management
Virginia
$242K +$229K +4,872 New
AC
772
Abbrea Capital
California
$240K +$227K +4,840 New
TA
773
Tiedemann Advisors
New York
$238K -$55.9K -1,189 -20%
BHIA
774
Birch Hill Investment Advisors
Massachusetts
$238K
IWA
775
Intercontinental Wealth Advisors
Texas
$237K -$282 -6 -0.1%