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Name Holding Trade Value Shares
Change
Change in
Stake
BC
451
Banced Corp
Illinois
$738K +$92K +411 +15%
BHWM
452
Bar Harbor Wealth Management
New Hampshire
$732K -$22.4K -100 -3%
IB
453
Intrust Bank
Kansas
$729K -$84.6K -378 -11%
ICAS
454
Investors Capital Advisory Services
Massachusetts
$724K -$38.5K -172 -5%
DWA
455
Douglass Winthrop Advisors
New York
$710K – – –
Fuller & Thaler Asset Management
456
Fuller & Thaler Asset Management
California
$698K -$246K -1,100 -28%
GLI
457
Guardian Life Insurance
New York
$686K +$1.57K +7 +0.2%
LNWWM
458
Laird Norton Wetherby Wealth Management
California
$686K +$92.2K +412 +17%
SSWM
459
Sheets Smith Wealth Management
North Carolina
$686K +$637K +2,848 New
SFM
460
Systematic Financial Management
New Jersey
$674K – – –
RJT
461
Raymond James Trust
Florida
$647K +$46.3K +207 +8%
LMF
462
LMR Master Fund
Cayman Islands
$637K -$9.34M -41,733 -94%
Creative Planning
463
Creative Planning
Kansas
$632K -$103K -461 -15%
HNB
464
Huntington National Bank
Ohio
$631K -$37.8K -169 -6%
GD
465
Grandfield & Dodd
New York
$627K -$22.4K -100 -4%
EGA
466
Eagle Global Advisors
Texas
$626K – – –
GCT
467
Galaxy Capital Trading
British Virgin Islands
$626K +$582K +2,600 New
BBHC
468
Brown Brothers Harriman & Co
New York
$621K -$146K -652 -20%
PGFC
469
Peapack-Gladstone Financial Corp
New Jersey
$614K -$112K -500 -16%
CAN
470
Cetera Advisor Networks
California
$604K +$72.7K +325 +15%
DY
471
Dowling & Yahnke
California
$592K +$39.4K +176 +8%
FNB
472
First Niagara Bank
New York
$589K – – –
Verition Fund Management
473
Verition Fund Management
Connecticut
$587K +$295K +1,317 +117%
ECM
474
Endex Capital Management
Kansas
$566K – – –
MIC
475
MU Investments Company
Japan
$563K -$145K -650 -22%