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Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
501
Ferguson Wellman Capital Management
Oregon
$223K -$664K -11,535 -74%
FANJ
502
Financial Architects (New Jersey)
New Jersey
$223K +$921 +16 +0.4%
CCT
503
Chemung Canal Trust
New York
$221K -$7.89K -137 -3%
MC
504
Middleton & Co
Massachusetts
$221K
BSW
505
Buckingham Strategic Wealth
Missouri
$221K +$228K +3,952 New
AI
506
Atria Investments
North Carolina
$220K +$227K +3,948 New
PIM
507
Penobscot Investment Management
Massachusetts
$218K
AWCI
508
Alpine Woods Capital Investors
New York
$216K
AIP
509
Ameritas Investment Partners
Nebraska
$212K
DP
510
Dearborn Partners
Illinois
$211K +$217K +3,776 New
SWP
511
Stratos Wealth Partners
Ohio
$210K +$218K +3,780 New
WSFS
512
Wilmington Savings Fund Society
Delaware
$208K +$9.27K +161 +5%
BWFA
513
Baltimore-Washington Financial Advisors
Maryland
$207K
IP
514
Isthmus Partners
Wisconsin
$207K
HR
515
Howe & Rusling
New York
$205K -$603K -10,477 -74%
LIM
516
Leavell Investment Management
Alabama
$204K +$210K +3,652 New
N
517
Natixis
France
$200K +$206K +3,577 New
ZB
518
Zions Bancorporation
Utah
$197K +$203K +3,517 New
BEAM
519
Baker Ellis Asset Management
Washington
$194K -$10.7K -186 -5%
SIG
520
Schooner Investment Group
Pennsylvania
$174K -$1.25M -21,665 -88%
PMFA
521
Plante Moran Financial Advisors
Michigan
$171K
WTB
522
Washington Trust Bank
Washington
$155K
SOAMC
523
Spirit of America Management Corp
New York
$152K
LNB
524
Ledyard National Bank
$142K -$79.5K -1,381 -35%
LWM
525
Lenox Wealth Management
Ohio
$135K -$13.4K -232 -9%