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Name Holding Trade Value Shares
Change
Change in
Stake
HCC
276
Hirtle Callaghan & Co
Pennsylvania
$87K
Creative Planning
277
Creative Planning
Kansas
$52K +$56.1K +3,755 New
IPC
278
Independent Portfolio Consultants
Florida
$47K -$151K -10,125 -75%
MFS
279
MSI Financial Services
Massachusetts
$43K -$16.1K -1,080 -26%
GT
280
Glenmede Trust
Pennsylvania
$43K +$2.17K +145 +5%
CBOA
281
Commonwealth Bank of Australia
Australia
$43K +$15.2K +1,020 +49%
EDRH
282
Edmond de Rothschild Holding
Switzerland
$35K
IMS
283
Index Management Solutions
Pennsylvania
$33K -$87K -5,820 -71%
SAMC
284
Shinko Asset Management Company
Japan
$32K
FNBT
285
FineMark National Bank & Trust
Florida
$32K +$6.42K +430 +23%
PFBT
286
Parkside Financial Bank & Trust
Missouri
$29K +$31.5K +2,110 New
TCOV
287
Trust Company of Vermont
Vermont
$28K
BBHC
288
Brown Brothers Harriman & Co
New York
$27K +$23.7K +1,585 +434%
QCG
289
Quadrant Capital Group
Ohio
$26K +$8.44K +565 +36%
HNB
290
Huntington National Bank
Ohio
$19K -$672 -45 -3%
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$19K +$4.56K +305 +28%
EWM
292
Evercore Wealth Management
New York
$17K
AP
293
Atwood & Palmer
Missouri
$15K -$5.75K -385 -27%
WA
294
WFG Advisors
Texas
$14K
DADC
295
D.A. Davidson & Co
Montana
$14K +$15.4K +1,030 New
CCM
296
Cupps Capital Management
Illinois
$9K -$380K -25,445 -97%
NCM
297
Nelson Capital Management
California
$8K +$8.07K +540 New
TRCT
298
Tower Research Capital (TRC)
New York
$7K -$90.1K -6,030 -93%
LNB
299
Ledyard National Bank
$7K -$9.71K -650 -58%
Parallax Volatility Advisers
300
Parallax Volatility Advisers
California
$7K +$7.32K +490 New