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Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
826
FineMark National Bank & Trust
Florida
$755K +$10.7K +86 +1%
CIA
827
Choate Investment Advisors
Massachusetts
$754K +$167K +1,348 +27%
PCA
828
Pallas Capital Advisors
Massachusetts
$752K +$830K +6,699 New
IWP
829
Icon Wealth Partners
Texas
$743K +$24.5K +198 +3%
AC
830
Avestar Capital
New York
$741K -$105K -848 -12%
IC
831
Inverness Counsel
New York
$737K
CBFP
832
Cedar Brook Financial Partners
Ohio
$737K +$30.1K +243 +4%
SGA
833
Strategic Global Advisors
California
$724K +$84.2K +680 +13%
IIM
834
Ipswich Investment Management
Massachusetts
$720K +$754K +6,084 New
WB
835
WesBanco Bank
West Virginia
$719K +$754K +6,084 New
RFM
836
Royal Fund Management
Florida
$718K +$752K +6,071 New
CAM
837
Close Asset Management
United Kingdom
$713K +$747K +6,029 New
RCM
838
Requisite Capital Management
Texas
$712K
ACM
839
Ascendant Capital Management
California
$710K -$991K -8,000 -57%
MYLI
840
Meiji Yasuda Life Insurance
Japan
$700K +$734K +5,922 New
PGA
841
Portland Global Advisors
Maine
$699K
ED
842
Exane Derivatives
France
$699K +$82.5K +666 +13%
IIC
843
Integrated Investment Consultants
Michigan
$698K +$731K +5,904 New
MG
844
Mather Group
Illinois
$693K -$13.3K -107 -2%
DIP
845
DT Investment Partners
Pennsylvania
$680K
SL
846
Stevard LLC
Illinois
$675K +$45.7K +369 +7%
HPCM
847
High Pointe Capital Management
Illinois
$665K +$12.4K +100 +2%
LNB
848
Ledyard National Bank
$656K -$12.4K -100 -2%
FC
849
Forte Capital
New York
$655K +$24.8K +200 +4%
FA
850
FMA Advisory
Pennsylvania
$654K +$147K +1,190 +27%