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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
401
Creative Planning
Kansas
$685K +$15.8K +184 +3%
AB
402
Amalgamated Bank
New York
$682K +$40.3K +470 +7%
GCM
403
Grisanti Capital Management
New York
$668K
FSC
404
Fiduciary Services Corp
Georgia
$648K -$5.15K -60 -0.8%
CTC
405
Central Trust Company
Missouri
$641K -$39.9K -465 -6%
HW
406
Hancock Whitney
Mississippi
$635K
KTC
407
Kistler-Tiffany Companies
Pennsylvania
$631K
D.E. Shaw & Co
408
D.E. Shaw & Co
New York
$616K -$13M -151,605 -96%
PVWM
409
Point View Wealth Management
New Jersey
$612K -$5.92K -69 -1%
Fuller & Thaler Asset Management
410
Fuller & Thaler Asset Management
California
$598K +$557K +6,500 New
BCB
411
Brian C. Broderick
$596K
Thrivent Financial for Lutherans
412
Thrivent Financial for Lutherans
Minnesota
$589K -$4.29K -50 -0.8%
Toronto Dominion Bank
413
Toronto Dominion Bank
Ontario, Canada
$582K +$100K +1,166 +23%
1GA
414
1st Global Advisors
Texas
$581K +$128K +1,487 +31%
TIA
415
Trust Investment Advisors
Indiana
$577K +$12K +140 +2%
FTIOP
416
Fiduciary Trust International of Pennsylvania
Pennsylvania
$577K +$191K +2,225 +55%
PSUF
417
People's United Financial
Connecticut
$564K
LPC
418
Loeb Partners Corp
New York
$552K
WB
419
Webster Bank
Connecticut
$549K -$194K -2,265 -28%
EIA
420
Edgemoor Investment Advisors
Maryland
$549K -$85.8K -1,000 -14%
CNB
421
City National Bank
Delaware
$544K +$82.9K +967 +20%
TNBTD
422
Trustmark National Bank Trust Department
Mississippi
$541K -$186K -2,174 -27%
PAM
423
PartnerRe Asset Management
Connecticut
$525K -$77.1K -899 -14%
WT
424
Washington Trust
Rhode Island
$525K -$8.58K -100 -2%
MC
425
Moors & Cabot
Massachusetts
$523K +$34.3K +400 +8%