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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
776
Venturi Wealth Management
Texas
$373K -$82.5K -330 -18%
HSA
777
HBK Sorce Advisory
Pennsylvania
$373K -$3.5K -14 -0.9%
FCH
778
Freestone Capital Holdings
Washington
$371K +$378K +1,513 New
FMLI
779
Fukoku Mutual Life Insurance
Japan
$367K -$625K -2,500 -63%
IIM
780
Intact Investment Management
Quebec, Canada
$367K -$225K -900 -38%
BBA
781
Braun-Bostich & Associates
Pennsylvania
$367K -$99.2K -397 -21%
FNBOSM
782
First National Bank of South Miami
Florida
$367K – – –
P
783
Pitcairn
Pennsylvania
$364K -$23.7K -95 -6%
CA
784
Centerpoint Advisors
Massachusetts
$364K – – –
AW
785
Alpha Windward
Massachusetts
$359K -$250 -1 -0.1%
DZ Bank
786
DZ Bank
Germany
$353K – – –
SSW
787
Smith Shellnut Wilson
Mississippi
$346K +$19.2K +77 +6%
MUS
788
Mitsubishi UFJ Securities
Japan
$343K +$82.5K +330 +31%
CEP
789
Chicago Equity Partners
Illinois
$341K -$669K -2,675 -66%
HFM
790
Harvest Fund Management
China
$339K +$346K +1,385 New
CCM
791
Crabel Capital Management
California
$336K +$342K +1,370 New
RTS
792
Round Table Services
New Jersey
$333K -$10.5K -42 -3%
WEC
793
Winslow Evans & Crocker
Massachusetts
$332K +$339K +1,356 New
SC
794
Savant Capital
Illinois
$331K +$3.75K +15 +1%
BP
795
Ballentine Partners
Massachusetts
$327K -$9.25K -37 -3%
JCM
796
Jacobi Capital Management
Pennsylvania
$325K +$250 +1 +0.1%
Fisher Asset Management
797
Fisher Asset Management
Washington
$324K +$42.7K +171 +15%
WA
798
Wambolt & Associates
Colorado
$323K -$104K -417 -24%
HB
799
Homrich & Berg
Georgia
$322K -$212K -850 -39%
RSS
800
Rosenblum Silverman Sutton
California
$321K -$13K -52 -4%