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Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
851
Peoples Financial Services Corp
Pennsylvania
$1.02M – – –
MIM
852
Marco Investment Management
Georgia
$1.01M +$112 +2 +0%
DPIM
853
Duff & Phelps Investment Management
Illinois
$1.01M -$22.9K -410 -2%
HPWM
854
Highland Private Wealth Management
Washington
$1.01M +$34.7K +621 +3%
WA
855
WFG Advisors
Texas
$974K +$55.9K +999 +6%
BEAM
856
Baker Ellis Asset Management
Washington
$972K +$18K +321 +2%
AFG
857
Albion Financial Group
Utah
$970K +$29.1K +520 +3%
FPFS
858
First Personal Financial Services
North Carolina
$967K -$20.1K -360 -2%
VHAM
859
Van Hulzen Asset Management
California
$967K +$131K +2,335 +15%
SCA
860
Salient Capital Advisors
Texas
$966K +$94.8K +1,696 +11%
GCAC
861
Guardian Capital Advisors (Canada)
Ontario, Canada
$965K -$92.3K -1,650 -8%
FAM
862
Fortaleza Asset Management
Illinois
$961K -$1.9M -34,025 -66%
CLOS
863
Compagnie Lombard Odier SCmA
Switzerland
$955K -$235K -4,200 -19%
QI
864
Quotient Investors
New York
$944K -$769K -13,755 -44%
FHC
865
First Heartland Consultants
Missouri
$939K -$75.5K -1,350 -7%
NPF
866
Norris Perne & French
Michigan
$939K – – –
TCM
867
Tributary Capital Management
Nebraska
$937K – – –
BHB
868
Bank Hapoalim BM
Israel
$934K +$613K +10,960 +174%
PGCM
869
Prescott Group Capital Management
Oklahoma
$931K – – –
AP
870
Advisor Partners
California
$930K -$50.7K -907 -5%
TA
871
Tiedemann Advisors
New York
$929K +$967K +17,294 New
NAM
872
NTV Asset Management
West Virginia
$927K +$112 +2 +0%
PC
873
Palo Capital
California
$926K -$727K -13,005 -43%
VFA
874
Voya Financial Advisors
Connecticut
$919K +$13.6K +244 +1%
EDRH
875
Edmond de Rothschild Holding
Switzerland
$904K -$213K -3,808 -19%
33 34
35
36 37