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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
EVM
326
Eaton Vance Management
Massachusetts
$258K +$4.57K +85 +2%
BTNA
327
Bremer Trust National Association
Minnesota
$256K -$20.3K -377 -8%
FCBT
328
First Citizens Bank & Trust
North Carolina
$245K -$6.77K -126 -3%
GF
329
Gerstein Fisher
New York
$245K +$4.73K +88 +2%
LIA
330
LS Investment Advisors
Michigan
$242K +$699 +13 +0.3%
GHA
331
GW Henssler & Associates
Georgia
$240K +$233K +4,337 New
ACP
332
Ashfield Capital Partners
California
$239K – – –
CNB
333
City National Bank
Delaware
$237K -$69.7K -1,296 -23%
ZIM
334
Zacks Investment Management
Illinois
$223K -$511K -9,511 -70%
Cambridge Investment Research Advisors
335
Cambridge Investment Research Advisors
Iowa
$219K +$212K +3,953 New
Creative Planning
336
Creative Planning
Kansas
$217K +$210K +3,913 New
FNT
337
First National Trust
Pennsylvania
$213K +$207K +3,848 New
CIM
338
Calvert Investment Management
Maryland
$212K +$206K +3,839 New
I
339
IberiaBank
Louisiana
$203K -$66.6K -1,239 -25%
OAM
340
Occidental Asset Management
California
$202K +$196K +3,648 New
JIP
341
Jaffetilchin Investment Partners
Florida
$201K +$195K +3,623 New
MHC
342
Meyer Handelman Company
New York
$201K +$195K +3,625 New
First Manhattan
343
First Manhattan
New York
$183K – – –
PMFA
344
Plante Moran Financial Advisors
Michigan
$181K – – –
EWM
345
Evercore Wealth Management
New York
$166K – – –
RWA
346
Ropes Wealth Advisors
Massachusetts
$161K – – –
CF
347
CenterStar Fund
Illinois
$150K – – –
CAM
348
ClariVest Asset Management
California
$144K +$140K +2,600 New
IWMPD
349
Integrated Wealth Management (Palm Desert)
California
$142K – – –
USGIU
350
U.S. Global Investors (USGI)
Texas
$138K +$134K +2,500 New