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Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
726
Lehman & Derafelo Financial Resources
Pennsylvania
$208K +$190K +3,588 New
SPIA
727
Steward Partners Investment Advisory
New York
$206K -$57.5K -1,084 -23%
TNB
728
TCF National Bank
South Dakota
$206K +$188K +3,550 New
NFC
729
Northeast Financial Consultants
Connecticut
$205K +$187K +3,527 New
MAFM
730
Mid Atlantic Financial Management
Pennsylvania
$205K +$187K +3,529 New
PIM
731
Penobscot Investment Management
Massachusetts
$203K +$186K +3,500 New
MPAM
732
Murphy Pohlad Asset Management
Minnesota
$201K +$184K +3,475 New
BPCA
733
Bank Pictet & Cie (Asia)
Singapore
$200K -$185K -3,490 -16%
BFA
734
Beaumont Financial Advisors
Massachusetts
$200K +$182K +3,435 New
Mitsubishi UFJ Asset Management
735
Mitsubishi UFJ Asset Management
Japan
$199K -$26.1K -492 -13%
EW
736
Evoke Wealth
California
$197K -$19.1K -360 -10%
EDRH
737
Edmond de Rothschild Holding
Switzerland
$190K -$32.4K -610 -16%
PAM
738
Paradigm Asset Management
New York
$189K
MAM
739
Marquette Asset Management
Minnesota
$180K
EFSCE
740
Enterprise Financial Services Corp (EFSC)
Missouri
$178K
RWB
741
RMR Wealth Builders
New Jersey
$178K +$162K +3,061 New
PMAM
742
Picton Mahoney Asset Management
Ontario, Canada
$174K -$106K -2,000 -40%
SSB
743
Sandy Spring Bank
Maryland
$174K -$15.9K -300 -9%
SIA
744
Sit Investment Associates
Minnesota
$168K
CT
745
Caldwell Trust
Florida
$148K +$135K +2,550 New
FA
746
Fortis Advisors
Pennsylvania
$145K
GGHC
747
Gilder Gagnon Howe & Co
New York
$145K +$133K +2,501 New
NFG
748
Next Financial Group
Texas
$139K -$6.95K -131 -5%
CAM
749
CenterStar Asset Management
Illinois
$138K
PCM
750
Prelude Capital Management
New York
$134K -$3.3M -62,255 -96%