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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
551
Hartford Financial Management
Connecticut
$173K -$4.87K -100 -3%
CCA
552
Checchi Capital Advisers
California
$169K -$7.41K -152 -4%
KT
553
Kanaly Trust
Texas
$164K +$731 +15 +0.5%
PO
554
Private Ocean
California
$148K – – –
CLOS
555
Compagnie Lombard Odier SCmA
Switzerland
$147K +$96.4K +1,978 +198%
MFW
556
Mosaic Family Wealth
Missouri
$140K -$7.99K -164 -5%
FMLI
557
Fukoku Mutual Life Insurance
Japan
$138K – – –
Toronto Dominion Bank
558
Toronto Dominion Bank
Ontario, Canada
$136K -$34.4K -705 -20%
WT
559
Whittier Trust
California
$136K -$4.78K -98 -3%
Fuller & Thaler Asset Management
560
Fuller & Thaler Asset Management
California
$133K – – –
CM
561
CoreCommodity Management
Connecticut
$130K – – –
NCM
562
Nelson Capital Management
California
$126K -$487 -10 -0.4%
First Manhattan
563
First Manhattan
New York
$125K – – –
GWM
564
Geneos Wealth Management
Colorado
$124K -$12.7K -260 -9%
TCM
565
Tuttle Capital Management
Connecticut
$116K +$112K +2,293 New
NFG
566
Next Financial Group
Texas
$114K +$4.87K +100 +5%
SFG
567
SevenBridge Financial Group
Pennsylvania
$114K +$113K +2,314 New
WG
568
Welch Group
Alabama
$111K -$8.97K -184 -8%
ARMT
569
Amica Retiree Medical Trust
Rhode Island
$109K – – –
BCP
570
Blue Chip Partners
Michigan
$102K +$100K +2,058 New
ATC
571
Adirondack Trust Company
New York
$101K -$12.9K -265 -11%
AA
572
Apriem Advisors
California
$101K – – –
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$101K +$25.1K +516 +34%
PAIA
574
Park Avenue Institutional Advisers
New York
$100K – – –
AIM
575
Acrospire Investment Management
Illinois
$99K -$78K -1,600 -44%