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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
551
D.J. St. Germain
Massachusetts
$572K – – –
MCWS
552
McKinley Carter Wealth Services
West Virginia
$570K -$308K -2,014 -35%
HMS
553
Hanseatic Management Services
New Mexico
$569K – – –
Capstone Investment Advisors
554
Capstone Investment Advisors
New York
$569K +$568K +3,716 New
KCM
555
Kanawha Capital Management
Virginia
$567K – – –
AMI
556
Amica Mutual Insurance
Rhode Island
$566K +$565K +3,698 New
BFS
557
Bradley Foster & Sargent
Connecticut
$559K -$1.05M -6,900 -65%
PBO
558
Peoples Bank (Ohio)
Ohio
$554K -$26.6K -174 -5%
HTC
559
Haverford Trust Company
Pennsylvania
$553K +$23.8K +156 +5%
TNB
560
Thomasville National Bank
Georgia
$547K +$45.8K +300 +9%
ECAM
561
East Coast Asset Management
Massachusetts
$545K – – –
CT
562
Coastline Trust
Rhode Island
$542K – – –
PCAP
563
Pratt Collard Advisory Partners
New York
$537K – – –
RCA
564
Rowland Carmichael Advisors
Arizona
$537K – – –
SFA
565
Sequoia Financial Advisors
Ohio
$536K -$45.7K -299 -8%
LMAM
566
Legg Mason Asset Management
Japan
$534K +$12.8K +84 +2%
KA
567
Kovack Advisors
Florida
$532K +$210K +1,375 +65%
LNC
568
Lincoln National Corp
Pennsylvania
$526K +$22.8K +149 +5%
AP
569
Appleton Partners
Massachusetts
$525K -$5.35K -35 -1%
FPB
570
First PREMIER Bank
South Dakota
$521K – – –
BBHC
571
Brown Brothers Harriman & Co
New York
$520K +$1.22K +8 +0.2%
MWM
572
Mission Wealth Management
California
$516K -$95.2K -623 -16%
GP
573
Girard Partners
Pennsylvania
$515K -$79K -517 -13%
GWCM
574
Godshalk Welsh Capital Management
Pennsylvania
$513K – – –
LFAS
575
Level Four Advisory Services
Texas
$512K -$14.4K -94 -3%