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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
401
Envestnet Asset Management
Illinois
$51K -$29.9K -6,090 -38%
MUMSS
402
Mitsubishi UFJ Morgan Stanley Securities
Japan
$51K -$13.7K -2,800 -22%
ClearBridge Investments
403
ClearBridge Investments
New York
$48K – – –
MAM
404
Mizuho Asset Management
Japan
$43K – – –
EWM
405
Evercore Wealth Management
New York
$37K – – –
FA
406
Financial Advantage
Maryland
$37K – – –
TCM
407
Tradewinds Capital Management
Washington
$37K +$34.3K +7,000 New
First Manhattan
408
First Manhattan
New York
$34K -$1.72K -350 -5%
CGT
409
Capital Guardian Trust
California
$33K – – –
ASN
410
Advisory Services Network
Georgia
$30K +$28.2K +5,740 New
DAM
411
Delta Asset Management
Tennessee
$28K – – –
WA
412
WFG Advisors
Texas
$26K – – –
FAM
413
Formidable Asset Management
Ohio
$24K – – –
WT
414
Whittier Trust
California
$24K – – –
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$23K +$2.75K +560 +15%
FMP
416
Financial Management Professionals
Texas
$21K – – –
NES
417
New England Securities
New York
$19K – – –
BAM
418
Barrett Asset Management
New York
$18K – – –
MIM
419
Macroview Investment Management
Maryland
$15K – – –
MCM
420
Manchester Capital Management
Vermont
$15K – – –
PAS
421
Partnervest Advisory Services
California
$15K – – –
RA
422
Rational Advisors
New York
$11K -$687 -140 -6%
HR
423
Howe & Rusling
New York
$11K +$10.3K +2,100 New
CFA
424
Carroll Financial Associates
North Carolina
$9K – – –
EFSCE
425
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$343 -70 -4%