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Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
1251
Capstone Investment Advisors
New York
$775K +$776K +15,386 New
DWM
1252
Dorchester Wealth Management
Quebec, Canada
$770K -$31.7K -629 -4%
FBC
1253
Fairfield, Bush & Co
Connecticut
$770K +$496K +9,831 +181%
FCH
1254
Freestone Capital Holdings
Washington
$767K +$67.7K +1,342 +10%
OCG
1255
Opus Capital Group
Ohio
$766K +$98.3K +1,950 +15%
CAG
1256
Crestwood Advisors Group
Massachusetts
$762K +$79.3K +1,573 +12%
PCIG
1257
Partners Capital Investment Group
Massachusetts
$757K +$757K +15,014 New
SFA
1258
Sequoia Financial Advisors
Ohio
$756K +$36.4K +722 +5%
FAM
1259
Fred Alger Management
New York
$753K
MCM
1260
Marathon Capital Management
Maryland
$749K -$3.28K -65 -0.4%
BP
1261
Ballentine Partners
Massachusetts
$744K +$4.29K +85 +0.6%
WPP
1262
Whalerock Point Partners
Rhode Island
$740K +$55.5K +1,100 +8%
BJL
1263
Brighton Jones LLC
Washington
$736K +$34K +675 +5%
CCMG
1264
Clark Capital Management Group
Pennsylvania
$732K -$231K -4,572 -24%
NAM
1265
Needelman Asset Management
California
$728K -$2.12K -42 -0.3%
FDS
1266
First Dallas Securities
Texas
$725K -$7.87K -156 -1%
ECM
1267
Exchange Capital Management
Michigan
$716K +$376K +7,463 +111%
PFM
1268
Parsec Financial Management
North Carolina
$712K +$73.7K +1,461 +12%
BIAS
1269
Beacon Investment Advisory Services
New Jersey
$707K +$98.5K +1,953 +16%
FCM
1270
Forester Capital Management
Illinois
$704K -$83.5K -1,656 -11%
GLI
1271
Guardian Life Insurance
New York
$700K -$170K -3,366 -20%
NIMI
1272
Natixis Investment Managers International
France
$692K
PSI
1273
Pinnacle Summer Investments
Virginia
$689K -$1,000K -19,828 -59%
TIA
1274
Tiemann Investment Advisors
California
$688K -$82.9K -1,644 -11%
YIA
1275
YHB Investment Advisors
Connecticut
$686K -$54.6K -1,082 -7%