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Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
501
Hudson Valley Investment Advisors
New York
$3.92M -$29K -209 -0.7%
UAS
502
United Asset Strategies
New York
$3.92M +$238K +1,714 +6%
FDS
503
First Dallas Securities
Texas
$3.9M -$510K -3,674 -11%
CWM
504
Calamos Wealth Management
Illinois
$3.9M -$1M -7,239 -20%
GCA
505
Greenwood Capital Associates
South Carolina
$3.86M -$78.8K -568 -2%
SAM
506
Silvercrest Asset Management
New York
$3.86M -$3.37M -24,278 -45%
FAT
507
First American Trust
California
$3.85M +$139K +1,005 +4%
SIC
508
Sigma Investment Counselors
Michigan
$3.84M -$119K -861 -3%
BA
509
Bridgewater Associates
Connecticut
$3.78M -$694K -5,000 -15%
LSA
510
L & S Advisors
California
$3.74M -$2.41M -17,369 -38%
WAM
511
Weatherly Asset Management
California
$3.73M +$33K +238 +0.8%
PAIM
512
Punch & Associates Investment Management
Minnesota
$3.73M +$103K +744 +3%
HRC
513
Hoertkorn Richard Charles
$3.72M +$34.7K +250 +0.9%
CONA
514
Capital One National Association
New York
$3.69M -$324K -2,333 -8%
SWM
515
Segment Wealth Management
Texas
$3.66M +$196K +1,416 +5%
BCM
516
Beck Capital Management
Texas
$3.65M +$270K +1,944 +8%
RMAM
517
Raab & Moskowitz Asset Management
New Jersey
$3.64M +$294K +2,119 +8%
AWP
518
Ascent Wealth Partners
New York
$3.59M +$34.7K +250 +0.9%
SAM
519
Shikiar Asset Management
New York
$3.59M -$2.67M -19,245 -41%
PVH
520
Psagot Value Holdings
Israel
$3.57M +$2.23M +16,097 +144%
BBHC
521
Brown Brothers Harriman & Co
New York
$3.57M -$15.4K -111 -0.4%
SAM
522
Symphony Asset Management
California
$3.54M +$3.76M +27,076 New
NPC
523
National Planning Corporation
California
$3.52M +$387K +2,790 +13%
FAB
524
First American Bank
Illinois
$3.52M -$17.1K -123 -0.5%
HAM
525
Highstreet Asset Management
Ontario, Canada
$3.52M -$146K -1,054 -4%