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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
926
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$593K -$104K -2,409 -15%
AAI
927
American Assets Inc
California
$593K
CI
928
Capital Innovations
Wisconsin
$590K -$34.1K -790 -6%
EAM
929
Evanson Asset Management
California
$586K
RWM
930
Ritholtz Wealth Management
New York
$586K
FFWA
931
FRG Family Wealth Advisors
Washington
$586K +$11.5K +265 +2%
IA
932
IndexIQ Advisors
New York
$584K +$18.7K +433 +3%
CWM
933
Calamos Wealth Management
Illinois
$583K +$73.8K +1,707 +15%
HCMNY
934
Howard Capital Management (New York)
New York
$580K -$60.5K -1,400 -10%
LIM
935
Loudon Investment Management
New Hampshire
$576K -$31.3K -725 -5%
WDA
936
Wendell David Associates
New Hampshire
$568K -$47.5K -1,100 -8%
CWM
937
Cornerstone Wealth Management
Missouri
$567K +$106K +2,452 New
MC
938
MRJ Capital
New York
$566K +$238K +5,500 +73%
SI
939
SCP Investment
California
$566K +$562K +13,000 New
CCP
940
Corient Capital Partners
California
$562K +$557K +12,887 New
Fiera Capital (Canada)
941
Fiera Capital (Canada)
Quebec, Canada
$561K -$91.7K -2,121 -14%
CIS
942
Connors Investor Services
Pennsylvania
$556K
CG
943
Colony Group
Massachusetts
$555K -$601K -13,906 -52%
BOH
944
Bank of Hawaii
Hawaii
$555K +$25.7K +594 +5%
PTC
945
Private Trust Company
Ohio
$554K -$104K -2,400 -16%
CB
946
CNB Bank
Pennsylvania
$548K +$72K +1,666 +15%
VF
947
Virtu Financial
New York
$546K -$1.87M -43,343 -78%
DBIA
948
Dumont & Blake Investment Advisors
New Jersey
$545K -$3.24K -75 -0.6%
RIM
949
Rampart Investment Management
Connecticut
$544K -$53.8K -1,244 -9%
MRCM
950
M&R Capital Management
New Jersey
$542K +$44.6K +1,031 +9%