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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$235K -$154K -777 -43%
PCS
227
Personal CFO Solutions
New Jersey
$233K -$67.5K -340 -25%
BFS
228
Bard Financial Services
Connecticut
$232K +$199K +1,000 New
LPL Financial
229
LPL Financial
California
$221K +$189K +953 New
BWM
230
BNC Wealth Management
Oregon
$220K – – –
First Manhattan
231
First Manhattan
New York
$220K – – –
Evercore Wealth Management
232
Evercore Wealth Management
New York
$215K +$185K +930 New
SG Americas Securities
233
SG Americas Securities
New York
$213K +$183K +921 New
Associated Banc-Corp
234
Associated Banc-Corp
Wisconsin
$210K +$180K +906 New
Laird Norton Wetherby Wealth Management
235
Laird Norton Wetherby Wealth Management
California
$209K +$179K +902 New
Macquarie Group
236
Macquarie Group
Australia
$201K – – –
CP
237
Covenant Partners
Tennessee
$201K +$172K +867 New
Manulife (Manufacturers Life Insurance)
238
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201K +$173K +870 New
Altshuler Shaham
239
Altshuler Shaham
Israel
$190K +$8.54K +43 +6%
O'Shaughnessy Asset Management
240
O'Shaughnessy Asset Management
Connecticut
$177K +$53.6K +270 +55%
Tower Research Capital (TRC)
241
Tower Research Capital (TRC)
New York
$136K +$41.7K +210 +55%
Huntington National Bank
242
Huntington National Bank
Ohio
$125K – – –
NSIM
243
North Star Investment Management
Illinois
$122K +$39.7K +200 +62%
AIG
244
American International Group
New York
$116K -$3.77K -19 -4%
Perigon Wealth Management
245
Perigon Wealth Management
California
$113K +$96.9K +488 New
Covington Capital Management
246
Covington Capital Management
California
$112K – – –
SignatureFD
247
SignatureFD
Georgia
$111K -$4.97K -25 -5%
Acadian Asset Management
248
Acadian Asset Management
Massachusetts
$109K – – –
Harvest Fund Management
249
Harvest Fund Management
China
$102K +$87.8K +442 New
Central Trust Company
250
Central Trust Company
Missouri
$95K -$11.9K -60 -13%