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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
526
Mark Sheptoff Financial Planning
Connecticut
$918K – – –
WT
527
Whittier Trust
California
$918K – – –
DIA
528
Dean Investment Associates
Ohio
$914K -$117K -640 -11%
Credit Agricole
529
Credit Agricole
France
$912K +$314K +1,718 +51%
BC
530
Burney Company
Virginia
$904K +$10.4K +57 +1%
PGFC
531
Peapack-Gladstone Financial Corp
New Jersey
$901K +$6.57K +36 +0.7%
CCG
532
Ceeto Capital Group
Florida
$900K – – –
OIM
533
Opus Investment Management
Massachusetts
$900K – – –
KNW
534
Kesler Norman & Wride
Utah
$897K +$548 +3 +0.1%
IAMOG
535
Investors Asset Management of Georgia
Georgia
$888K – – –
FC
536
FORA Capital
Florida
$888K +$901K +4,935 New
CM
537
Capula Management
Cayman Islands
$886K +$904K +4,952 New
HSA
538
HBK Sorce Advisory
Pennsylvania
$879K -$8.4K -46 -0.9%
FT
539
Fiduciary Trust
Massachusetts
$872K -$113K -618 -11%
EWM
540
Empirical Wealth Management
Washington
$863K +$90.3K +495 +12%
PTC
541
Private Trust Company
Ohio
$860K +$51.7K +283 +6%
LNC
542
Lincoln National Corp
Pennsylvania
$858K -$8.58K -47 -1%
HCM
543
Hall Capital Management
Rhode Island
$854K +$867K +4,748 New
RC
544
Roundview Capital
New Jersey
$850K +$111K +607 +15%
MCM
545
Murphy Capital Management
New Jersey
$845K -$63.5K -348 -7%
RMDI
546
R.M. Davis Inc
Maine
$837K -$161K -881 -16%
FNBOMD
547
First National Bank of Mount Dora
Florida
$833K -$207K -1,134 -20%
HI
548
Human Investing
Oregon
$832K -$5.11K -28 -0.6%
AAM
549
Ascension Asset Management
New York
$831K – – –
JCM
550
Jacobi Capital Management
Pennsylvania
$830K +$72.6K +398 +9%