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Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
551
Wescott Financial Advisory Group
Pennsylvania
$12.9M +$575K +6,436 +5%
CAM
552
Columbia Asset Management
Michigan
$12.9M +$265K +2,974 +2%
CCP
553
Corient Capital Partners
California
$12.8M
EGA
554
Eagle Global Advisors
Texas
$12.7M -$156K -1,750 -1%
MC
555
Moors & Cabot
Massachusetts
$12.7M -$265K -2,970 -2%
CSS
556
Cubist Systematic Strategies
Connecticut
$12.6M -$9.36M -104,873 -42%
MPWT
557
MassMutual Private Wealth & Trust
Connecticut
$12.6M +$117K +1,308 +0.9%
MCM
558
Mengis Capital Management
Oregon
$12.5M -$594K -6,654 -4%
BMO
559
Beck Mack & Oliver
New York
$12.5M -$691K -7,735 -5%
EWM
560
Edge Wealth Management
New York
$12.5M +$187K +2,099 +1%
CAM
561
Congress Asset Management
Massachusetts
$12.4M +$297K +3,326 +2%
CIA
562
CCM Investment Advisers
South Carolina
$12.4M -$191K -2,141 -1%
WAS
563
Wesleyan Assurance Society
United Kingdom
$12.4M
GH
564
GAM Holding
Switzerland
$12.3M -$36.9K -413 -0.3%
Vanguard Personalized Indexing Management
565
Vanguard Personalized Indexing Management
California
$12.2M +$1.32M +14,820 +12%
LG
566
LaFleur & Godfrey
Michigan
$12.2M -$1.01M -11,323 -7%
PP
567
Patten & Patten
Tennessee
$12.1M -$154K -1,728 -1%
BHWM
568
Bar Harbor Wealth Management
New Hampshire
$12M -$239K -2,675 -2%
B
569
Brightworth
Georgia
$12M +$34.8K +390 +0.3%
PFS
570
Prospera Financial Services
Texas
$11.9M +$1.26M +14,102 +11%
AAS
571
Annex Advisory Services
Wisconsin
$11.9M +$356K +3,990 +3%
Rafferty Asset Management
572
Rafferty Asset Management
New York
$11.9M +$6.63M +74,303 +116%
SCA
573
Snowden Capital Advisors
New York
$11.9M +$751K +8,411 +6%
LS
574
Livforsakringsbolaget Skandia
Sweden
$11.9M -$2.94M -32,900 -19%
RC
575
RegentAtlantic Capital
New Jersey
$11.9M +$139K +1,552 +1%