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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1101
ALPS Advisors
Colorado
$517K -$15.7K -100 -3%
KIG
1102
Kovitz Investment Group
Illinois
$516K +$5.5K +35 +1%
PTC
1103
Private Trust Company
Ohio
$515K -$518K -3,296 -51%
SC
1104
Savant Capital
Illinois
$514K -$21.7K -138 -4%
KP
1105
Keel Point
Alabama
$514K
BP
1106
Ballentine Partners
Massachusetts
$513K +$41.7K +265 +9%
CIC
1107
Cornercap Investment Counsel
Georgia
$512K +$43.2K +275 +10%
MWP
1108
MYCIO Wealth Partners
Pennsylvania
$511K
C
1109
CFO4Life
Texas
$509K -$46.8K -298 -9%
SRAM
1110
Stone Ridge Asset Management
New York
$503K
BRWA
1111
B. Riley Wealth Advisors
Florida
$499K +$34.9K +222 +8%
HCM
1112
Herndon Capital Management
Georgia
$499K +$484K +3,077 New
EWM
1113
Empirical Wealth Management
Washington
$498K
SSWM
1114
Smith Salley Wealth Management
North Carolina
$497K +$13.8K +88 +3%
TFA
1115
Transamerica Financial Advisors
Florida
$495K
OBWP
1116
O'Brien Wealth Partners
Massachusetts
$495K +$479K +3,050 New
ACM
1117
Armbruster Capital Management
New York
$492K +$476K +3,028 New
FNBTCON
1118
First National Bank & Trust Co of Newtown
Pennsylvania
$491K
PIM
1119
Profit Investment Management
Maryland
$487K
CBU
1120
CIBC Bank USA
Illinois
$487K +$54.5K +347 +13%
MA
1121
Montag & Associates
Georgia
$485K
ADL
1122
Asset Dedication LLC
California
$484K +$469K +2,983 New
ST
1123
Smithfield Trust
Pennsylvania
$483K +$17.8K +113 +4%
TSW
1124
Thompson Siegel & Walmsley
Virginia
$482K
MMPW
1125
Mitchell McLeod Pugh & Williams
Alabama
$478K