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Name Holding Trade Value Shares
Change
Change in
Stake
DI
826
Diligent Investors
California
$463K – – –
FHB
827
First Hawaiian Bank
Hawaii
$461K -$107K -429 -18%
FLAM
828
First Light Asset Management
Minnesota
$461K – – –
HVIA
829
Hudson Valley Investment Advisors
New York
$458K -$999 -4 -0.2%
HAG
830
HighPoint Advisor Group
Illinois
$458K +$55.4K +222 +13%
WPW
831
Waldron Private Wealth
Pennsylvania
$453K -$500 -2 -0.1%
HCM
832
Hengehold Capital Management
Ohio
$453K +$6.24K +25 +1%
SM
833
Sciencast Management
New Jersey
$452K -$401K -1,605 -45%
BP
834
Ballentine Partners
Massachusetts
$452K +$9.74K +39 +2%
PWM
835
Palumbo Wealth Management
New York
$447K +$4.75K +19 +1%
NWA
836
New World Advisors
Massachusetts
$447K +$471K +1,885 New
FCMC
837
Founders Capital Management (Connecticut)
Connecticut
$443K – – –
SC
838
Sierra Capital
Florida
$442K – – –
DWT
839
Dorsey & Whitney Trust
South Dakota
$440K -$396K -1,587 -46%
SBIA
840
Sheaff Brock Investment Advisors
Indiana
$440K – – –
CWM
841
Cornerstone Wealth Management
Missouri
$440K +$5.75K +23 +1%
BAM
842
Barrett Asset Management
New York
$440K +$12.5K +50 +3%
TC
843
Telemus Capital
Michigan
$438K -$1.5K -6 -0.3%
IWA
844
Intercontinental Wealth Advisors
Texas
$438K +$18.2K +73 +4%
WAG
845
Winthrop Advisory Group
Massachusetts
$436K -$19.2K -77 -4%
PIM
846
Perpetual Investment Management
Australia
$434K +$457K +1,831 New
1SB
847
1ST Source Bank
Indiana
$433K – – –
WIC
848
Whitegate Investment Counselors
New Hampshire
$432K – – –
WCP
849
Welch Capital Partners
New York
$430K – – –
GVAG
850
Great Valley Advisor Group
Delaware
$429K +$3K +12 +0.7%