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Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
426
WhitTier Trust Company
Nevada
$623K +$17K +526 +2%
GIM
427
Goelzer Investment Management
Indiana
$620K +$27.6K +853 +3%
WB
428
Webster Bank
Connecticut
$619K -$41.2K -1,275 -5%
VAS
429
Vestmark Advisory Solutions
Massachusetts
$615K -$163K -5,043 -17%
CIM
430
Confluence Investment Management
Missouri
$615K -$106K -3,287 -12%
JCM
431
Jacobi Capital Management
Pennsylvania
$615K +$15.7K +487 +2%
WIS
432
Wright Investors Service
Connecticut
$608K +$69.8K +2,158 +9%
CFA
433
Cahill Financial Advisors
Minnesota
$604K +$131K +4,066 +20%
RC
434
RegentAtlantic Capital
New Jersey
$602K -$679K -21,002 -46%
GD
435
Grandfield & Dodd
New York
$602K – – –
MIM
436
Montgomery Investment Management
Maryland
$600K – – –
PAS
437
Park Avenue Securities
New York
$598K +$165K +5,109 +26%
LNWWM
438
Laird Norton Wetherby Wealth Management
California
$595K -$602K -18,624 -43%
LW
439
Linscomb Wealth
Texas
$590K +$174K +5,374 +29%
QT
440
Quantbot Technologies
New York
$586K -$807K -24,965 -51%
ST
441
Sabal Trust
Florida
$585K +$5.46K +169 +0.7%
SFG
442
SevenBridge Financial Group
Pennsylvania
$585K +$10.8K +335 +1%
9WM
443
9258 Wealth Management
Ohio
$584K -$29.2K -902 -4%
AT
444
Arden Trust
Delaware
$579K +$151K +4,669 +24%
NNP
445
Nachman Norwood & Parrott
South Carolina
$576K -$326K -10,096 -30%
WT
446
Whittier Trust
California
$576K -$244K -7,546 -24%
SMC
447
Smith, Moore & Co
Missouri
$576K -$26.5K -820 -3%
TNA
448
True North Advisors
Texas
$575K -$265K -8,193 -26%
OIA
449
Optimum Investment Advisors
Illinois
$573K -$48.9K -1,512 -6%
GAMC
450
Garner Asset Management Corp
Texas
$572K +$758K +23,435 New
16 17
18
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