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Name Holding Trade Value Shares
Change
Change in
Stake
HR
501
Howe & Rusling
New York
$177K -$32.8K -551 -15%
SIG
502
Schooner Investment Group
Pennsylvania
$175K
HA
503
Harfst & Associates
Wyoming
$174K +$183K +3,073 New
PMFA
504
Plante Moran Financial Advisors
Michigan
$173K
WTB
505
Washington Trust Bank
Washington
$158K
SOAMC
506
Spirit of America Management Corp
New York
$154K
HCC
507
Hirtle Callaghan & Co
Pennsylvania
$153K +$161K +2,704 New
LWM
508
Lenox Wealth Management
Ohio
$133K -$3.81K -64 -3%
RIA
509
Regal Investment Advisors
Michigan
$131K +$26.9K +452 +24%
BEAM
510
Baker Ellis Asset Management
Washington
$119K -$81.3K -1,366 -39%
MAM
511
Mizuho Asset Management
Japan
$115K +$30K +504 +33%
HPBT
512
High Point Bank & Trust
North Carolina
$109K +$36.9K +619 +48%
PIA
513
Piedmont Investment Advisors
North Carolina
$107K +$113K +1,892 New
JFGIW
514
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K +$15.4K +259 +16%
BAM
515
Barrett Asset Management
New York
$102K -$7.38K -124 -6%
LNB
516
Ledyard National Bank
$101K -$46K -773 -30%
AIM
517
Assured Investment Management
New York
$101K +$12.9K +217 +14%
ARMT
518
Amica Retiree Medical Trust
Rhode Island
$95K
AGM
519
Alpine Global Management
New York
$93K +$97.9K +1,644 New
SNT
520
Security National Trust
West Virginia
$89K
TRCT
521
Tower Research Capital (TRC)
New York
$89K +$94K +1,578 New
W
522
Wealthfront
California
$87K +$5.12K +86 +6%
KT
523
Kanaly Trust
Texas
$80K
WT
524
Whittier Trust
California
$79K
PAIA
525
Park Avenue Institutional Advisers
New York
$77K +$81.1K +1,362 New