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Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
501
Mission Creek Capital Partners
California
$509K -$19.3K -150 -4%
JCM
502
Jacobi Capital Management
Pennsylvania
$504K +$12.6K +98 +2%
LWCFA
503
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$499K +$18.3K +142 +4%
MCM
504
McRae Capital Management
New Jersey
$496K -$12.5K -97 -2%
MIM
505
Merrion Investment Management
New Jersey
$494K – – –
WAM
506
World Asset Management
Michigan
$488K -$45.9K -357 -8%
AP
507
Advisor Partners
California
$488K -$27.3K -212 -5%
CAAS
508
Capital Asset Advisory Services
Michigan
$487K +$506K +3,935 New
BP
509
Ballentine Partners
Massachusetts
$483K +$91.8K +713 +22%
CF
510
Centaurus Financial
California
$479K – – –
KWM
511
Kingsview Wealth Management
Oregon
$478K -$1.77M -13,790 -78%
WP
512
WealthPLAN Partners
Nebraska
$477K – – –
CG
513
Caprock Group
Idaho
$475K +$66.3K +515 +15%
WG
514
Welch Group
Alabama
$470K – – –
IA
515
IndexIQ Advisors
New York
$468K -$123K -956 -20%
MFS
516
Mirabella Financial Services
United Kingdom
$460K +$4.5K +35 +1%
PFA
517
Paradigm Financial Advisors
Missouri
$458K – – –
SEEDPG
518
S.E.E.D. Planning Group
New York
$442K -$130K -1,014 -22%
ED
519
Exane Derivatives
France
$438K -$2.32K -18 -0.5%
BP
520
BBR Partners
New York
$438K +$456K +3,540 New
NIM
521
NuWave Investment Management
New Jersey
$437K +$455K +3,536 New
RIM
522
Redpoint Investment Management
Australia
$436K – – –
Fidelity International
523
Fidelity International
Bermuda
$435K -$25.2K -196 -5%
EFSCE
524
Enterprise Financial Services Corp (EFSC)
Missouri
$434K +$74K +575 +20%
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$413K – – –