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Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1151
Highland Private Wealth Management
Washington
$265K +$261K +4,324 New
PCIG
1152
Partners Capital Investment Group
Massachusetts
$260K -$115K -1,908 -31%
FANJ
1153
Financial Architects (New Jersey)
New Jersey
$259K +$15.1K +250 +6%
CCM
1154
Copeland Capital Management
Pennsylvania
$258K -$14.5M -239,433 -98%
OCM
1155
One Capital Management
California
$258K – – –
GIM
1156
Groesbeck Investment Management
New Jersey
$258K +$60.4K +1,000 +31%
ASN
1157
Advisory Services Network
Georgia
$255K +$59.7K +988 +31%
AI
1158
Accredited Investors
Minnesota
$254K – – –
RT
1159
Rockland Trust
Massachusetts
$253K -$84.5K -1,400 -25%
LCS
1160
Levin Capital Strategies
New York
$253K +$249K +4,120 New
BGIM
1161
Boussard & Gavaudan Investment Management
United Kingdom
$250K -$82.1K -1,360 -25%
VC
1162
Vicus Capital
Pennsylvania
$248K +$17K +282 +8%
RWM
1163
Raffa Wealth Management
District of Columbia
$247K – – –
BCM
1164
Bienville Capital Management
New York
$247K – – –
RIL
1165
Rothschild Investment LLC
Illinois
$247K +$1.93K +32 +0.8%
CCA
1166
Conestoga Capital Advisors
Pennsylvania
$245K -$10.9K -180 -4%
VNA
1167
VNBTrust National Association
Virginia
$243K – – –
WP
1168
WMS Partners
Maryland
$243K +$238K +3,946 New
SIM
1169
SSI Investment Management
California
$240K -$60 -1 -0%
HCC
1170
Hirtle Callaghan & Co
Pennsylvania
$239K -$20.4K -338 -8%
CFA
1171
Camarda Financial Advisors
Florida
$238K -$254K -4,198 -52%
ISL
1172
Ingalls & Snyder LLC
New York
$238K – – –
ST
1173
Spinnaker Trust
Maine
$238K +$11.9K +197 +5%
CF
1174
CenterStar Fund
Illinois
$234K – – –
BCM
1175
BlueCrest Capital Management
Jersey
$233K -$1.25M -20,762 -85%
45 46
47
48 49