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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
176
Dupont Capital Management
Delaware
$513K -$99.4K -2,370 -17%
RB
177
Rodgers Brothers
Pennsylvania
$512K +$60K +1,432 +14%
CWM
178
CIBC World Markets
New York
$508K +$479K +11,434 New
ETC
179
Exchange Traded Concepts
Oklahoma
$504K +$91.5K +2,182 +24%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$501K -$90.3K -2,154 -16%
CAAS
181
Capital Asset Advisory Services
Michigan
$480K +$2.52K +60 +0.6%
CAM
182
Cresset Asset Management
Illinois
$480K +$4.28K +102 +1%
WF
183
Welch & Forbes
Massachusetts
$474K
PAM
184
Panagora Asset Management
Massachusetts
$460K
PA
185
Profund Advisors
Maryland
$459K +$12.5K +298 +3%
SAM
186
Securian Asset Management
Minnesota
$447K
YMRC
187
Yorktown Management & Research Company
Virginia
$436K
BB
188
Bell Bank
North Dakota
$430K +$8.47K +202 +2%
CC
189
Centiva Capital
New York
$430K +$405K +9,670 New
SI
190
Stephens Inc
Arkansas
$429K -$89K -2,122 -18%
SAS
191
Sanford Advisory Services
Michigan
$423K
HSBC Holdings
192
HSBC Holdings
United Kingdom
$417K -$41.4K -988 -9%
CGH
193
Crossmark Global Holdings
Texas
$416K +$3.35K +80 +0.9%
SWM
194
Spire Wealth Management
Virginia
$404K +$381K +9,088 New
PAMU
195
Pictet Asset Management (UK)
United Kingdom
$391K
II
196
Inspire Investing
Idaho
$389K +$25.7K +612 +8%
PMFA
197
Plante Moran Financial Advisors
Michigan
$382K
WJWM
198
Williams Jones Wealth Management
New York
$381K +$2.1K +50 +0.6%
CYG
199
Clean Yield Group
Vermont
$358K
VAS
200
Vestmark Advisory Solutions
Massachusetts
$358K +$57.9K +1,380 +21%