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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
101
World Asset Management
Michigan
$1.1M -$183K -5,353 -15%
JMPWA
102
JP Morgan Private Wealth Advisors
California
$1.09M -$22.3K -651 -2%
Dodge & Cox
103
Dodge & Cox
California
$988K
SSB
104
Sandy Spring Bank
Maryland
$974K -$36.6K -1,070 -4%
KWA
105
KCS Wealth Advisory
California
$959K +$70.6K +2,065 +8%
MC
106
Moors & Cabot
Massachusetts
$939K -$38.7K -1,131 -4%
CAM
107
Cidel Asset Management
Ontario, Canada
$929K -$5.95K -174 -0.8%
AAM
108
Advisors Asset Management
Colorado
$917K -$387K -11,328 -30%
MYIA
109
Mount Yale Investment Advisors
Colorado
$915K -$625K -18,295 -38%
RC
110
RegentAtlantic Capital
New Jersey
$911K -$120K -3,524 -12%
BMC
111
Benin Management Corp
Connecticut
$910K
RHBC
112
R.H. Bluestein & Co
Michigan
$910K
LPL Financial
113
LPL Financial
California
$909K -$172K -5,020 -16%
SCCM
114
Schafer Cullen Capital Management
New York
$898K -$17.6K -515 -2%
RG
115
Rikoon Group
New Mexico
$887K +$40K +1,171 +5%
LNWWM
116
Laird Norton Wetherby Wealth Management
California
$880K +$6.67K +195 +0.8%
CL
117
Choreo LLC
Illinois
$877K -$615 -18 -0.1%
VWM
118
Venturi Wealth Management
Texas
$875K
Bank of New York Mellon
119
Bank of New York Mellon
New York
$868K -$60K -1,756 -7%
Franklin Resources
120
Franklin Resources
California
$861K -$7.08K -207 -0.8%
LG
121
Leuthold Group
Minnesota
$828K +$802K +23,445 New
Deutsche Bank
122
Deutsche Bank
Germany
$819K -$3.15M -92,053 -80%
EIM
123
Essex Investment Management
Massachusetts
$815K +$141K +4,111 +22%
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$809K -$190K -5,567 -20%
AIIMS
125
Analyst IMS Investment Management Services
Israel
$807K -$24.9K -729 -3%