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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
401
Dorsey & Whitney Trust
South Dakota
$780K -$102K -3,505 -12%
MIM
402
Montgomery Investment Management
Maryland
$776K -$396K -13,665 -34%
PPSG
403
Princeton Portfolio Strategies Group
New Jersey
$774K
SYBT
404
Stock Yards Bank & Trust
Kentucky
$771K -$18K -619 -2%
DAS
405
Dynamic Advisor Solutions
Arizona
$771K -$6.18K -213 -0.8%
PMG
406
ProVise Management Group
Florida
$763K +$287K +9,880 +62%
LWCFA
407
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$752K -$29.1K -1,003 -4%
GIA
408
Guyasuta Investment Advisors
Pennsylvania
$752K +$737K +25,403 New
MCM
409
McKinley Capital Management
Alaska
$750K +$486K +16,753 +195%
Kayne Anderson Rudnick Investment Management
410
Kayne Anderson Rudnick Investment Management
California
$747K -$2.44K -84 -0.3%
PBT
411
Pictet Bank & Trust
Bahamas
$745K -$60.9K -2,098 -8%
SCM
412
Stevens Capital Management
Pennsylvania
$740K +$726K +25,013 New
MWP
413
MYCIO Wealth Partners
Pennsylvania
$736K -$112K -3,868 -13%
OIA
414
Optimum Investment Advisors
Illinois
$727K +$16.6K +571 +2%
GI
415
Gradient Investments
Minnesota
$718K +$179K +6,168 +34%
CBU
416
CIBC Bank USA
Illinois
$708K -$53.5K -1,845 -7%
WBG
417
Wharton Business Group
Pennsylvania
$707K -$979K -33,753 -59%
FWM
418
Frontier Wealth Management
Missouri
$700K -$33K -1,138 -5%
HCM
419
Howland Capital Management
Massachusetts
$699K
SBWM
420
Sunflower Bank Wealth Management
Arizona
$698K -$23.8K -820 -3%
SAM
421
SignalPoint Asset Management
Missouri
$696K +$373K +12,858 +121%
GLA
422
Great Lakes Advisors
Illinois
$695K -$235K -8,107 -26%
CCA
423
Checchi Capital Advisers
California
$692K +$5.37K +185 +0.8%
LBC
424
Lowe Brockenbrough & Co
Virginia
$690K
BA
425
BKS Advisors
Michigan
$690K +$465K +16,027 +219%