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Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
801
Perkins Coie Trust Company
Washington
$29K – – –
AWM
802
Avior Wealth Management
Nebraska
$28K – – –
AC
803
Alexandria Capital
Virginia
$28K +$127 +1 +0.5%
AIS
804
Accurate Investment Solutions
Pennsylvania
$28K +$28K +220 New
HDIM
805
Hanson & Doremus Investment Management
Vermont
$25K – – –
CYG
806
Clean Yield Group
Vermont
$25K +$25.4K +200 New
HCP
807
Holt Capital Partners
Texas
$25K +$25.4K +200 New
VIA
808
Vantage Investment Advisors
Pennsylvania
$24K -$7.63K -60 -24%
ECM
809
Estabrook Capital Management
New York
$23.3K – – –
OSNBOA
810
Old Second National Bank of Aurora
Illinois
$22K – – –
RWA
811
Ropes Wealth Advisors
Massachusetts
$22K +$5.97K +47 +36%
ZB
812
Zions Bancorporation
Utah
$21K – – –
GWS
813
Glassman Wealth Services
Virginia
$19K – – –
SAM
814
Shamrock Asset Management
Texas
$16K -$21.2K -167 -57%
IIC
815
Integrated Investment Consultants
Michigan
$16K +$15.5K +122 New
PG
816
Patten Group
Tennessee
$15.1K – – –
CGT
817
Capital Guardian Trust
California
$15K – – –
IPC
818
Independent Portfolio Consultants
Florida
$14K – – –
DAM
819
Delta Asset Management
Tennessee
$13K – – –
KPCM
820
Kings Point Capital Management
New York
$13K – – –
PFSC
821
Peoples Financial Services Corp
Pennsylvania
$13K – – –
SA
822
SRH Advisors
Kansas
$13K – – –
WIC
823
Woodmont Investment Counsel
Tennessee
$13K – – –
BKA
824
Brick & Kyle Associates
Pennsylvania
$13K +$12.7K +100 New
PHK
825
Point72 Hong Kong
Hong Kong
$13K +$12.7K +100 New