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Name Holding Trade Value Shares
Change
Change in
Stake
EA
1326
Emerald Advisers
Pennsylvania
$456K
TBA
1327
Train Babcock Advisors
New York
$456K +$17.2K +191 +4%
PSC
1328
Prentiss Smith & Co
Vermont
$452K +$433K +4,800 New
UR
1329
USCA RIA
Texas
$447K -$68.1K -755 -14%
AAM
1330
Auxier Asset Management
Oregon
$443K -$2.16K -24 -0.5%
BOK
1331
Bank of Kentucky
Kentucky
$443K +$158K +1,750 +59%
KIM
1332
Karpus Investment Management
New York
$442K +$196K +2,179 +87%
BCM
1333
BTC Capital Management
Iowa
$441K -$3.1M -34,362 -88%
TA
1334
TBP Advisors
New York
$441K -$1.35K -15 -0.3%
TAM
1335
Trillium Asset Management
Massachusetts
$439K +$40.3K +447 +11%
GCC
1336
Guardian Capital (Canada)
Ontario, Canada
$439K +$120K +1,332 +40%
HHGA
1337
Halbert Hargrove Global Advisors
California
$438K -$103K -1,142 -20%
VNA
1338
VNBTrust National Association
Virginia
$437K
FHC
1339
First Heartland Consultants
Missouri
$435K -$25.2K -279 -6%
GIM
1340
Greystone Investment Management
Ohio
$435K
SGA
1341
Strategic Global Advisors
California
$434K +$416K +4,615 New
SIG
1342
Stanford Investment Group
California
$433K +$415K +4,600 New
BHTS
1343
Bar Harbor Trust Services
Maine
$432K -$48.7K -540 -11%
AAM
1344
AMI Asset Management
California
$430K
WKWM
1345
Walter & Keenan Wealth Management
Indiana
$430K
STI
1346
Susquehanna Trust & Investment
Pennsylvania
$428K -$18K -200 -4%
MSFP
1347
Mark Sheptoff Financial Planning
Connecticut
$428K
ED
1348
Exane Derivatives
France
$423K +$405K +4,495 New
BOS
1349
Bingham Osborn & Scarborough
California
$423K -$40.1K -445 -9%
JFA
1350
JNBA Financial Advisors
Minnesota
$422K +$27K +300 +7%