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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
GT
176
Glenmede Trust
Pennsylvania
$13K – – –
QI
177
QS Investors
New York
$13K +$13.4K +1,000 New
TCOV
178
Trust Company of Vermont
Vermont
$13K +$13.4K +1,000 New
Creative Planning
179
Creative Planning
Kansas
$12K +$1.34K +100 +13%
MWP
180
MYCIO Wealth Partners
Pennsylvania
$11K +$27 +2 +0.2%
SAM
181
Solaris Asset Management
New York
$10K -$3.34K -250 -26%
PFSC
182
Peoples Financial Services Corp
Pennsylvania
$8K – – –
WAM
183
Wealthspire Advisors (Maryland)
Maryland
$8K +$7.73K +579 New
WCBA
184
Weaver C. Barksdale & Associates
Tennessee
$7K -$962 -72 -13%
HDIM
185
Hanson & Doremus Investment Management
Vermont
$7K – – –
NSIM
186
North Star Investment Management
Illinois
$7K – – –
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
CG
188
Cutler Group
California
$7K +$7.12K +533 New
Loomis, Sayles & Company
189
Loomis, Sayles & Company
Massachusetts
$7K +$7.35K +550 New
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$5K -$27 -2 -0.6%
PSI
191
Pinnacle Summer Investments
Virginia
$5K – – –
VFA
192
Virtus Fund Advisers
Connecticut
$4K – – –
IA
193
IFP Advisors
Florida
$4K +$4.34K +325 New
RWA
194
Ropes Wealth Advisors
Massachusetts
$3K +$2.67K +200 New
GAM
195
Gemmer Asset Management
California
$2K +$1.27K +95 +221%
CFG
196
Citizens Financial Group
Rhode Island
$2K +$2K +150 New
JGIA
197
Jackson Grant Investment Advisers
Connecticut
$1K +$1.34K +100 New
FFH
198
Fairfax Financial Holdings
Ontario, Canada
– -$827K -70,000 Closed
AL
199
Airain Ltd
Guernsey
– -$779K -65,984 Closed
KCM
200
Kornitzer Capital Management
Kansas
– -$693K -58,675 Closed