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Name Holding Trade Value Shares
Change
Change in
Stake
TPA
551
Trivium Point Advisory
Connecticut
$784K +$715K +4,329 New
Massachusetts Financial Services
552
Massachusetts Financial Services
Massachusetts
$784K +$748K +4,525 New
EOJOAM
553
E. Ohman J:or Asset Management
Sweden
$780K -$182K -1,100 -20%
SSW
554
Smith Shellnut Wilson
Mississippi
$775K +$8.1K +49 +1%
TH
555
TCTC Holdings
Texas
$767K – – –
Coatue Management
556
Coatue Management
New York
$763K +$727K +4,403 New
JCM
557
Jacobi Capital Management
Pennsylvania
$758K -$22.1K -134 -3%
IIM
558
Ironwood Investment Management
Massachusetts
$758K +$32.9K +199 +5%
JG
559
Jefferies Group
New York
$751K -$536K -3,245 -43%
DY
560
Dowling & Yahnke
California
$751K +$10.6K +64 +1%
CAM
561
Columbia Asset Management
Michigan
$744K -$37.2K -225 -5%
ET
562
Equitable Trust
Tennessee
$734K – – –
CCM
563
Cribstone Capital Management
Maine
$729K +$695K +4,208 New
GG
564
Gofen & Glossberg
Illinois
$727K – – –
LWM
565
Liberty Wealth Management
California
$725K -$40.1K -243 -5%
SPC
566
Stewart & Patten Company
California
$723K -$2.39M -14,450 -78%
FTIOP
567
Fiduciary Trust International of Pennsylvania
Pennsylvania
$722K – – –
ATC
568
Argent Trust Co
Tennessee
$721K +$152K +923 +29%
RCM
569
Radnor Capital Management
Pennsylvania
$716K – – –
RC
570
Roundview Capital
New Jersey
$711K +$265K +1,603 +64%
CB
571
CNB Bank
Pennsylvania
$710K +$16.5K +100 +3%
PTC
572
Private Trust Company
Ohio
$703K +$4.13K +25 +0.6%
BSW
573
Buckingham Strategic Wealth
Missouri
$702K +$104K +632 +18%
LOAMS
574
Lombard Odier Asset Management (Switzerland)
Switzerland
$700K +$46.3K +280 +7%
HSA
575
HBK Sorce Advisory
Pennsylvania
$697K +$130K +787 +24%