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Name Holding Trade Value Shares
Change
Change in
Stake
LI
701
LMCG Investments
Massachusetts
$214K +$51.7K +1,658 +32%
CIC
702
Chilton Investment Company
Connecticut
$213K
ATC
703
Argent Trust Company
Louisiana
$212K -$288K -9,220 -57%
GIS
704
Guardian Investor Services
New York
$211K -$12.7K -406 -6%
GIA
705
GHP Investment Advisors
Colorado
$211K
BMO
706
Beck Mack & Oliver
New York
$211K +$10.9K +350 +5%
AWP
707
Ascent Wealth Partners
New York
$208K
PAS
708
Partnervest Advisory Services
California
$206K +$21.9K +702 +12%
KIA
709
KCM Investment Advisors
California
$206K +$206K +6,604 New
PPSG
710
Princeton Portfolio Strategies Group
New Jersey
$205K
FFA
711
First Foundation Advisors
California
$205K +$206K +6,590 New
IAA
712
Ironsides Asset Advisors
North Carolina
$205K +$206K +6,594 New
DT
713
Diversified Trust
Tennessee
$201K +$202K +6,464 New
AW
714
Alpha Windward
Massachusetts
$196K -$811 -26 -0.4%
MCM
715
Manchester Capital Management
Vermont
$189K +$64.3K +2,060 +51%
TSW
716
Thompson Siegel & Walmsley
Virginia
$183K -$1.82M -58,216 -91%
BCMIO
717
Beacon Capital Management Inc (Ohio)
Ohio
$176K -$12.9K -412 -7%
ST
718
Stifel Trust
Missouri
$174K
MFS
719
MSI Financial Services
Massachusetts
$165K +$8.67K +278 +6%
GLI
720
Guardian Life Insurance
New York
$161K -$2.43K -78 -1%
FANJ
721
Financial Architects (New Jersey)
New Jersey
$160K +$248K +7,950 New
SSG
722
Summit Securities Group
New York
$156K +$150K +4,800 +2,400%
MSFP
723
Mark Sheptoff Financial Planning
Connecticut
$149K
SIA
724
Sit Investment Associates
Minnesota
$149K
PTC
725
Private Trust Company
Ohio
$148K -$51.7K -1,658 -26%