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Name Holding Trade Value Shares
Change
Change in
Stake
PO
501
Private Ocean
California
$121K
SC
502
Saturna Capital
Washington
$121K
BCP
503
Blue Chip Partners
Michigan
$117K -$134K -3,250 -53%
FMLI
504
Fukoku Mutual Life Insurance
Japan
$113K
MFW
505
Mosaic Family Wealth
Missouri
$113K +$116K +2,827 New
NCM
506
Nelson Capital Management
California
$110K -$247K -6,005 -69%
Fuller & Thaler Asset Management
507
Fuller & Thaler Asset Management
California
$109K
NFG
508
Next Financial Group
Texas
$107K -$17.1K -417 -14%
CM
509
CoreCommodity Management
Connecticut
$106K +$108K +2,640 New
WAM
510
Wealthspire Advisors (Maryland)
Maryland
$105K +$107K +2,602 New
ATC
511
Adirondack Trust Company
New York
$91K +$1.93K +47 +2%
FHA
512
First Horizon Advisors
Tennessee
$91K +$40.9K +996 +78%
ARMT
513
Amica Retiree Medical Trust
Rhode Island
$89K
PAM
514
PartnerRe Asset Management
Connecticut
$86K -$150K -3,642 -63%
PAIA
515
Park Avenue Institutional Advisers
New York
$83K -$2.14K -52 -2%
AA
516
Apriem Advisors
California
$83K
TWA
517
TCI Wealth Advisors
Arizona
$81K
EWM
518
Endurance Wealth Management
Rhode Island
$79K
BBHC
519
Brown Brothers Harriman & Co
New York
$76K +$8.91K +217 +13%
BC
520
Bartlett & Co
Ohio
$72K
Acadian Asset Management
521
Acadian Asset Management
Massachusetts
$69K -$143K -3,485 -67%
SF
522
Synovus Financial
Georgia
$62K +$6.57K +160 +11%
GLI
523
Guardian Life Insurance
New York
$61K -$14.5K -352 -19%
HF
524
Hoxton Financial
West Virginia
$60K -$575 -14 -0.9%
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$59.1K +$52.3K +1,272 +652%