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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
476
Edmond de Rothschild Holding
Switzerland
$206K +$193K +2,820 +1,330%
MSFP
477
Mark Sheptoff Financial Planning
Connecticut
$204K +$34.3K +500 +20%
SFP
478
Shepherd Financial Partners
Massachusetts
$204K +$204K +2,976 New
NBC
479
Neuberger Berman Canada
Ontario, Canada
$203K +$204K +2,979 New
FIM
480
Foresters Investment Management
New York
$202K
MCP
481
Mirador Capital Partners
California
$202K
ARMT
482
Amica Retiree Medical Trust
Rhode Island
$201K
1832 Asset Management
483
1832 Asset Management
Ontario, Canada
$195K +$203K +2,958 New
NSIM
484
North Star Investment Management
Illinois
$187K +$169K +2,460 +857%
SC
485
SRB Corp
Massachusetts
$174K -$16K -233 -8%
TAM
486
Tiverton Asset Management
Delaware
$159K +$160K +2,333 New
BTIS
487
BB&T Investment Services
North Carolina
$158K +$29.2K +426 +21%
RFA
488
Reilly Financial Advisors
California
$155K -$1.37K -20 -0.9%
SPIA
489
Steward Partners Investment Advisory
New York
$150K +$343 +5 +0.2%
ACM
490
Americafirst Capital Management
California
$147K +$147K +2,152 New
PCMM
491
Private Capital Management (Minnesota)
Minnesota
$136K -$34.3K -500 -20%
AssetMark Inc
492
AssetMark Inc
California
$123K -$118K -1,715 -49%
HNB
493
Huntington National Bank
Ohio
$112K
PWM
494
Perigon Wealth Management
California
$108K
MCM
495
MV Capital Management
Maryland
$99K
OFW
496
Omnia Family Wealth
Florida
$99K +$98K +1,430 +7,526%
ASN
497
Advisory Services Network
Georgia
$95K +$16.5K +241 +21%
NIC
498
Northwest Investment Counselors
Oregon
$91K
WAP
499
Wealthcare Advisory Partners
Pennsylvania
$90K +$90.2K +1,316 New
FPB
500
First PREMIER Bank
South Dakota
$85K