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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
626
Cypress Wealth Advisors
California
$599K +$94.1K +819 +19%
DHFB
627
Dixon Hubard Feinour & Brown
Virginia
$588K +$573K +4,987 New
FNBT
628
FineMark National Bank & Trust
Florida
$585K +$468K +4,076 +486%
CCM
629
Coldstream Capital Management
Washington
$585K +$564K +4,912 New
SL
630
Summitry LLC
California
$581K +$561K +4,878 New
BAS
631
Brown Advisory Securities
Maryland
$575K +$332K +2,890 +150%
HH
632
Hilltop Holdings
Texas
$574K +$185K +1,609 +50%
FMLI
633
Fukoku Mutual Life Insurance
Japan
$568K -$326K -2,837 -37%
BP
634
Ballentine Partners
Massachusetts
$557K +$336K +2,925 +168%
FTI
635
Fiduciary Trust International
Massachusetts
$556K +$536K +4,667 New
WOC
636
West Oak Capital
California
$554K
CAN
637
Cetera Advisor Networks
California
$553K +$533K +4,636 New
SS
638
Simplicity Solutions
Minnesota
$552K +$533K +4,637 New
MBA
639
McQueen Ball & Associates
Pennsylvania
$550K +$531K +4,618 New
CONA
640
Capital One National Association
New York
$522K +$190K +1,650 +60%
BIC
641
Beach Investment Counsel
Pennsylvania
$520K -$732K -6,369 -59%
SCM
642
Shelton Capital Management
Colorado
$518K +$136K +1,185 +37%
TF
643
Tompkins Financial
New York
$514K +$346K +3,010 +231%
Mariner
644
Mariner
Kansas
$508K +$491K +4,269 New
SWP
645
Stratos Wealth Partners
Ohio
$507K +$489K +4,251 New
STMM
646
South Texas Money Management
Texas
$503K +$485K +4,218 New
CPR
647
CSU Producer Resources
Ohio
$502K +$484K +4,213 New
FFSOTS
648
Fiduciary Financial Services of The Southwest
Texas
$500K +$131K +1,137 +37%
MHI
649
Miller Howard Investments
New York
$496K +$478K +4,161 New
TSW
650
Thompson Siegel & Walmsley
Virginia
$492K +$442K +3,850 +1,380%