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Name Holding Trade Value Shares
Change
Change in
Stake
MLIC
1701
Mandatum Life Insurance Company
Finland
$454K -$108K -3,655 -21%
ACM
1702
Americafirst Capital Management
California
$452K +$415K +14,070 New
EA
1703
Evanston Advisors
Illinois
$448K +$2.74K +93 +0.7%
LPT
1704
Legacy Private Trust
Wisconsin
$447K -$7.79K -264 -2%
RCWMU
1705
Rothschild & Co Wealth Management (UK)
United Kingdom
$447K
GAM
1706
Gould Asset Management
California
$447K +$7.82K +265 +2%
CL
1707
Croft-Leominster
Maryland
$445K -$320K -10,838 Closed
SDWMA
1708
Schneider Downs Wealth Management Advisors
Pennsylvania
$443K -$30.5K -1,034 -7%
CAAS
1709
Capital Asset Advisory Services
Michigan
$442K +$18.6K +629 +5%
CFA
1710
Cahill Financial Advisors
Minnesota
$440K -$9.71K -329 -2%
HIIFS
1711
Harel Insurance Investments & Financial Services
Israel
$440K
Verition Fund Management
1712
Verition Fund Management
Connecticut
$439K +$403K +13,666 New
PFO
1713
Pathstone Family Office
New Jersey
$434K +$376K +12,754 +1,717%
SC
1714
Saturna Capital
Washington
$432K
PCMM
1715
Private Capital Management (Minnesota)
Minnesota
$432K +$397K +13,439 New
SFM
1716
Signature Financial Management
Virginia
$431K +$472 +16 +0.1%
HIC
1717
Harvey Investment Company
Kentucky
$430K
SIG
1718
Stanford Investment Group
California
$429K +$1.48K +50 +0.4%
AA
1719
AlphaMark Advisors
Kentucky
$427K +$50.8K +1,721 +15%
AW
1720
Alpha Windward
Massachusetts
$426K +$16.2K +548 +4%
BPCA
1721
Bank Pictet & Cie (Asia)
Singapore
$425K
CIC
1722
Canal Insurance Company
South Carolina
$425K
GC
1723
Gruss & Co
Florida
$425K
BWP
1724
Baldwin Wealth Partners
Massachusetts
$425K +$17.2K +582 +5%
BOC
1725
Barbara Oil Co
Illinois
$425K +$195K +6,620 +100%