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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
476
Trust Company of Vermont
Vermont
$237K +$11.7K +202 +5%
IAM
477
Impax Asset Management
New Hampshire
$229K +$11.6K +200 +5%
CPIG
478
Chicago Partners Investment Group
Illinois
$228K +$231K +4,000 New
BFS
479
Bradley Foster & Sargent
Connecticut
$227K +$230K +3,972 New
PI
480
PineBridge Investments
New York
$225K -$18K -312 -7%
NIC
481
Northwest Investment Counselors
Oregon
$225K
EWA
482
EP Wealth Advisors
California
$224K -$21.9K -378 -9%
TAM
483
Tiverton Asset Management
Delaware
$224K +$227K +3,924 New
LOAMS
484
Lombard Odier Asset Management (Switzerland)
Switzerland
$223K
FBT
485
First Bankers Trust
Kentucky
$217K +$11.6K +200 +6%
Capstone Investment Advisors
486
Capstone Investment Advisors
New York
$216K +$220K +3,800 New
RCM
487
RNC Capital Management
California
$213K +$216K +3,726 New
PL
488
Perpetual Ltd
Australia
$212K
SLF
489
Sun Life Financial
Ontario, Canada
$211K
PCFFS
490
Pacific Center for Financial Services
California
$209K
WP
491
WealthSource Partners
California
$209K
BFEC
492
Benjamin F. Edwards & Company
Missouri
$207K +$99.3K +1,716 +90%
DCM
493
Dynamic Capital Management
Jersey
$207K +$210K +3,632 New
EDRH
494
Edmond de Rothschild Holding
Switzerland
$203K +$206K +3,562 New
ZB
495
Zions Bancorporation
Utah
$198K +$148K +2,564 +281%
AW
496
Alpha Windward
Massachusetts
$196K -$694 -12 -0.3%
SFSIG
497
San Francisco Sentry Investment Group
California
$188K
SA
498
SRH Advisors
Kansas
$183K +$185K +3,200 New
FANJ
499
Financial Architects (New Jersey)
New Jersey
$176K -$925 -16 -0.5%
AF
500
Arrow Financial
New York
$162K -$24.9K -430 -13%