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Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
501
Point View Wealth Management
New Jersey
$222K
WSFS
502
Wilmington Savings Fund Society
Delaware
$222K
SWM
503
Segment Wealth Management
Texas
$218K +$211K +4,008 New
NFC
504
Northeast Financial Consultants
Connecticut
$218K +$212K +4,010 New
BPCE
505
Bank Pictet & Cie (Europe)
Germany
$217K +$211K +4,000 New
DWA
506
Douglass Winthrop Advisors
New York
$217K +$211K +4,000 New
DTL
507
Dynamic Technology Lab
Singapore
$215K -$55.3K -1,049 -21%
BHC
508
Bowen Hanes & Co
Florida
$212K +$206K +3,900 New
PAS
509
Partnervest Advisory Services
California
$211K +$17.1K +325 +9%
RMCM
510
Reynders McVeigh Capital Management
Massachusetts
$206K -$26.4K -500 -12%
SC
511
Saturna Capital
Washington
$206K
FCCM
512
First City Capital Management
Georgia
$195K
NIM
513
NuWave Investment Management
New Jersey
$192K +$175K +3,312 +1,428%
MM
514
Midas Management
New York
$191K +$186K +3,519 New
TSW
515
Thompson Siegel & Walmsley
Virginia
$179K
KT
516
Kanaly Trust
Texas
$178K
Cohen & Steers
517
Cohen & Steers
New York
$174K -$52.8K -1,000 -24%
First Manhattan
518
First Manhattan
New York
$174K
FMLI
519
Fukoku Mutual Life Insurance
Japan
$168K
SSG
520
Summit Securities Group
New York
$168K +$127K +2,400 +343%
AA
521
Apriem Advisors
California
$166K -$52.8K -1,000 -25%
FHA
522
First Horizon Advisors
Tennessee
$161K +$7.65K +145 +5%
HR
523
Howe & Rusling
New York
$156K
QBFM
524
QS Batterymarch Financial Management
New York
$152K
MFS
525
MSI Financial Services
Massachusetts
$147K +$117K +2,215 +457%