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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
526
Bar Harbor Wealth Management
New Hampshire
$717K +$25.6K +85 +4%
MCM
527
Manchester Capital Management
Vermont
$715K -$60.2K -200 -8%
CWM
528
Calamos Wealth Management
Illinois
$714K +$12K +40 +2%
FNBT
529
FineMark National Bank & Trust
Florida
$710K -$15K -50 -2%
MC
530
Mathes Company
New York
$709K
CIM
531
Calvert Investment Management
Maryland
$702K -$25.3K -84 -4%
BTS
532
BB&T Securities
Virginia
$700K +$182K +605 +37%
HCA
533
Horan Capital Advisors
Ohio
$697K +$12K +40 +2%
BAM
534
Berkshire Asset Management
Pennsylvania
$673K
CLOS
535
Compagnie Lombard Odier SCmA
Switzerland
$668K
LOAMS
536
Lombard Odier Asset Management (Switzerland)
Switzerland
$665K +$637K +2,117 New
B
537
Baird
Wisconsin
$664K -$13.2K -44 -2%
DAC
538
Dividend Assets Capital
South Carolina
$664K
JIC
539
Johnson Investment Counsel
Ohio
$662K +$16.6K +55 +3%
RBC
540
Ronald Blue & Co
Georgia
$652K +$1.81K +6 +0.3%
LIA
541
LS Investment Advisors
Michigan
$632K -$1.14M -3,778 -65%
HWA
542
Heritage Wealth Advisors
Virginia
$631K
KFA
543
Kelleher Financial Advisors
New York
$631K
BHA
544
Beech Hill Advisors
New York
$626K -$154K -511 -20%
CG
545
Clinton Group
New York
$614K +$239K +794 +69%
NPC
546
National Planning Corporation
California
$590K +$43.3K +144 +8%
WEC
547
Winslow Evans & Crocker
Massachusetts
$588K -$182K -606 -25%
OA
548
OFI Advisors
Pennsylvania
$586K +$133K +441 +31%
RGC
549
Roberts, Glore & Co
Illinois
$582K -$22.6K -75 -4%
NAM
550
Nichols Asset Management
Massachusetts
$581K -$141K -470 -20%