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New York Times
NYT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
276
Personal Capital Advisors
California
$251K -$9.94K -198 -4%
BWP
277
BSW Wealth Partners
Colorado
$247K +$25.3K +504 +12%
SHGA
278
Sand Hill Global Advisors
California
$246K – – –
MFS
279
Mirabella Financial Services
United Kingdom
$246K +$244K +4,861 New
FNFDCM
280
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$243K – – –
EWM
281
Elite Wealth Management
Washington
$233K +$231K +4,603 New
BAM
282
Brave Asset Management
New Jersey
$228K – – –
BTW
283
Boston Trust Walden
Massachusetts
$219K – – –
ERIM
284
Eagle Ridge Investment Management
Connecticut
$215K -$54.7K -1,090 -20%
BFO
285
Boston Family Office
Massachusetts
$212K – – –
6M
286
6 Meridian
Kansas
$212K +$14.4K +287 +7%
BHIA
287
Birch Hill Investment Advisors
Massachusetts
$210K +$208K +4,150 New
JIC
288
Joel Isaacson & Co
New York
$208K – – –
CFA
289
Carroll Financial Associates
North Carolina
$203K – – –
B
290
Bailard
California
$202K – – –
NSEDCP
291
NJ State Employees Deferred Compensation Plan
New Jersey
$202K – – –
PIM
292
Perpetual Investment Management
Australia
$201K +$200K +3,985 New
ST
293
Smithfield Trust
Pennsylvania
$174K – – –
IA
294
IFP Advisors
Florida
$169K +$13.5K +268 +9%
VI
295
Vestcor Inc
New Brunswick, Canada
$167K – – –
DOA
296
D'Orazio & Associates
Virginia
$155K -$30.7K -612 -17%
WAM
297
Wolverine Asset Management
Illinois
$152K -$1.05M -20,846 -87%
PCG
298
Private Capital Group
Connecticut
$140K -$3.96K -79 -3%
FPS
299
Fieldpoint Private Securities
Connecticut
$132K -$36.2K -721 -22%
APA
300
American Portfolios Advisors
New York
$119K +$110K +2,185 +1,285%
10 11
12
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