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Name Holding Trade Value Shares
Change
Change in
Stake
P
551
Pitcairn
Pennsylvania
$258K +$64.6K +291 +32%
ARTA
552
A.R.T. Advisors
New York
$256K +$266K +1,200 New
WOC
553
West Oak Capital
California
$253K +$2.22K +10 +0.8%
TFA
554
Teamwork Financial Advisors
Texas
$253K +$263K +1,186 New
MCM
555
MAI Capital Management
Ohio
$252K +$888 +4 +0.3%
PAA
556
Peregrine Asset Advisers
Oregon
$251K – – –
GIA
557
Gateway Investment Advisers
Ohio
$248K -$70.1K -316 -21%
MPPLM
558
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$243K +$112K +503 +23%
BAM
559
Barrett Asset Management
New York
$242K – – –
LS
560
Livforsakringsbolaget Skandia
Sweden
$239K -$155K -700 -38%
HAG
561
HighPoint Advisor Group
Illinois
$238K +$1.55K +7 +0.7%
AIM
562
AIA Investment Management
Singapore
$238K +$22.9K +103 +10%
FP
563
Fiduciary Planning
Florida
$237K +$235K +1,057 New
PAM
564
Private Asset Management
California
$236K – – –
WA
565
WESPAC Advisors
California
$236K – – –
WAM
566
Weiss Asset Management
Massachusetts
$234K – – –
TCOV
567
Trust Company of Vermont
Vermont
$232K – – –
Diamond Hill Capital Management
568
Diamond Hill Capital Management
Ohio
$231K – – –
WPP
569
Whalerock Point Partners
Rhode Island
$231K – – –
CFGS
570
Concourse Financial Group Securities
Alabama
$231K +$185K +833 +332%
LFG
571
LifePlan Financial Group
Ohio
$230K – – –
HA
572
Heartland Advisors
Wisconsin
$227K +$237K +1,067 New
JFGIW
573
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$226K -$541K -2,440 -70%
GWM
574
Geneos Wealth Management
Colorado
$225K -$30K -135 -11%
IFWM
575
Institute for Wealth Management
Colorado
$225K – – –