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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
601
United Capital Financial Advisors
Texas
$424K +$464K +3,216 New
FHB
602
First Hawaiian Bank
Hawaii
$422K -$21.9K -152 -5%
Northwestern Mutual Wealth Management
603
Northwestern Mutual Wealth Management
Wisconsin
$421K -$66.4K -460 -13%
PAM
604
PartnerRe Asset Management
Connecticut
$413K -$72.8K -505 -14%
Fayez Sarofim & Co
605
Fayez Sarofim & Co
Texas
$411K +$1.44K +10 +0.3%
LNC
606
Lincoln National Corp
Pennsylvania
$409K +$84.1K +583 +23%
PCM
607
Princeton Capital Management
New Jersey
$408K – – –
ST
608
Spinnaker Trust
Maine
$400K +$437K +3,030 New
NERM
609
New England Research & Management
Illinois
$393K -$28.8K -200 -6%
HSA
610
HBK Sorce Advisory
Pennsylvania
$392K +$60.1K +417 +16%
MFIMFI
611
Mesirow Financial Investment Management - Fixed Income
Illinois
$388K +$425K +2,943 New
JIP
612
Jaffetilchin Investment Partners
Florida
$380K +$415K +2,880 New
AP
613
Advisor Partners
California
$377K +$1.3K +9 +0.3%
AL
614
Agran Libbie
California
$375K +$152K +1,055 +59%
BBA
615
BLB&B Advisors
Pennsylvania
$374K – – –
CL
616
Choreo LLC
Illinois
$369K +$6.92K +48 +2%
RMAM
617
Raab & Moskowitz Asset Management
New Jersey
$364K +$27.7K +192 +7%
JWM
618
Jacobus Wealth Management
Wisconsin
$362K – – –
EWM
619
Evercore Wealth Management
New York
$361K – – –
SFSIG
620
San Francisco Sentry Investment Group
California
$354K +$131K +905 +51%
HIC
621
Hartline Investment Corp
Illinois
$352K +$4.04K +28 +1%
BA
622
Boston Advisors
Massachusetts
$350K -$3.32K -23 -0.9%
RC
623
RegentAtlantic Capital
New Jersey
$347K +$5.91K +41 +2%
WFG
624
Windsor Financial Group
Minnesota
$346K +$378K +2,620 New
BB
625
Bell Bank
North Dakota
$345K -$35.3K -245 -9%