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Name Holding Trade Value Shares
Change
Change in
Stake
FPS
676
Fieldpoint Private Securities
Connecticut
$218K +$202K +2,620 New
BFM
677
Boston Financial Management
Massachusetts
$216K -$41K -532 -17%
PAS
678
Partnervest Advisory Services
California
$216K +$200K +2,592 New
HIS
679
Harvest Investment Services
Illinois
$215K +$199K +2,584 New
PCA
680
Personal Capital Advisors
California
$215K +$200K +2,588 New
MBT
681
Montecito Bank & Trust
California
$214K +$198K +2,568 New
TF
682
TRH Financial
Iowa
$213K +$198K +2,564 New
CB
683
CNB Bank
Pennsylvania
$208K -$14.5K -188 -7%
BS
684
Banco Santander
Spain
$208K +$192K +2,492 New
WA
685
Wambolt & Associates
Colorado
$208K +$192K +2,496 New
AIA
686
Angeles Investment Advisors
California
$208K +$193K +2,504 New
AIC
687
Ameritas Investment Company
Nebraska
$206K – – –
DY
688
Dowling & Yahnke
California
$206K +$191K +2,472 New
MGIM
689
M&G Investment Management
United Kingdom
$205K +$190K +2,464 New
EH
690
Equitable Holdings
New York
$204K +$189K +2,456 New
AFM
691
Abbot Financial Management
Massachusetts
$203K +$188K +2,440 New
GHA
692
GW Henssler & Associates
Georgia
$203K +$188K +2,444 New
FHA
693
Flagship Harbor Advisors
Massachusetts
$202K -$11.7K -152 -6%
CWM
694
Connecticut Wealth Management
Connecticut
$202K +$187K +2,428 New
TFGT
695
TS Financial Group (TSFG)
Illinois
$200K – – –
MIC
696
Meridian Investment Counsel
California
$200K +$185K +2,400 New
CFA
697
Carroll Financial Associates
North Carolina
$198K -$46K -596 -20%
RIM
698
Rampart Investment Management
Connecticut
$192K -$2.19M -28,416 -93%
WT
699
Whittier Trust
California
$188K -$152K -1,968 -47%
WTC
700
WhitTier Trust Company
Nevada
$183K – – –