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Name Holding Trade Value Shares
Change
Change in
Stake
PT
126
Plimoth Trust
Massachusetts
$775K -$21.6K -368 -3%
MCCP
127
Mission Creek Capital Partners
California
$774K +$130K +2,208 +23%
FA
128
FDx Advisors
Illinois
$771K -$26.9K -458 -4%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$771K +$13.7K +234 +2%
EI
130
Ethic Inc
New York
$713K +$643K +10,961 New
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$696K -$114K -1,940 -15%
ATC
132
Argent Trust Co
Tennessee
$690K -$8.69K -148 -1%
HA
133
Herold Advisors
New York
$689K -$13.9K -237 -2%
DAS
134
Dynamic Advisor Solutions
Arizona
$678K -$460K -7,840 -43%
CA
135
Cetera Advisors
Colorado
$675K -$203K -3,452 -25%
BPA
136
Beacon Pointe Advisors
California
$669K +$72.3K +1,232 +14%
BOH
137
Bank of Hawaii
Hawaii
$664K -$63.5K -1,082 -10%
RCM
138
RNC Capital Management
California
$656K +$219K +3,732 +59%
PA
139
Procyon Advisors
Connecticut
$653K +$35K +597 +6%
Lazard Asset Management
140
Lazard Asset Management
New York
$637K +$1.29K +22 +0.2%
WI
141
WrapManager Inc
California
$621K +$3.29K +56 +0.6%
PAS
142
Park Avenue Securities
New York
$617K +$62K +1,056 +13%
WAM
143
WNY Asset Management
New York
$612K +$32K +546 +6%
Prudential Financial
144
Prudential Financial
New Jersey
$609K +$11.6K +198 +2%
MAM
145
Mystic Asset Management
Rhode Island
$609K +$550K +9,370 New
ORC
146
O'Rourke & Company
Massachusetts
$540K +$487K +8,303 New
Citigroup
147
Citigroup
New York
$536K -$219K -3,725 -31%
CB
148
Commerce Bank
Missouri
$536K -$8.33K -142 -2%
BLC
149
Brown, Lisle/Cummings
Rhode Island
$525K +$474K +8,077 New
S
150
SimplyRich
California
$504K -$7.69K -131 -2%