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Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
651
Verition Fund Management
Connecticut
$226K +$31.8K +219 +15%
HT
652
HighTower Trust
Texas
$225K – – –
BHWM
653
Bar Harbor Wealth Management
New Hampshire
$224K -$10.2K -70 -4%
CYG
654
Clean Yield Group
Vermont
$224K – – –
PCM
655
Parsons Capital Management
Rhode Island
$218K -$29K -200 -11%
HFS
656
HL Financial Services
Kentucky
$218K – – –
FWCM
657
Ferguson Wellman Capital Management
Oregon
$216K – – –
SM
658
Stratton Management
Pennsylvania
$216K – – –
SC
659
Savant Capital
Illinois
$215K +$3.48K +24 +2%
TCM
660
Traynor Capital Management
Pennsylvania
$214K -$27.9K -192 -11%
MIM
661
Marco Investment Management
Georgia
$213K – – –
BB
662
Bell Bank
North Dakota
$207K -$12.5K -86 -5%
SFM
663
Signature Financial Management
Virginia
$207K – – –
PTC
664
Private Trust Company
Ohio
$206K -$89.9K -619 -29%
PAS
665
Professional Advisory Services
Florida
$206K – – –
WC
666
Woodstock Corp
Massachusetts
$203K – – –
GLI
667
Guardian Life Insurance
New York
$203K +$53K +365 +32%
FFC
668
First Financial Corp
Indiana
$201K – – –
EDRH
669
Edmond de Rothschild Holding
Switzerland
$196K +$211K +1,454 New
DADC
670
D.A. Davidson & Co
Montana
$194K -$5.08K -35 -2%
CIM
671
CenturyLink Investment Management
Colorado
$178K +$192K +1,321 New
GS
672
GAM Systematic
United Kingdom
$176K +$190K +1,306 New
CCS
673
Crosspoint Capital Strategies
California
$148K -$40.8K -281 -20%
NAMA
674
Nikko Asset Management Americas
New York
$146K -$87.1K -600 -35%
SC
675
SRB Corp
Massachusetts
$146K – – –