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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
501
Capital Planning Advisors
California
$509K
ISL
502
Ingalls & Snyder LLC
New York
$503K -$26.3K -188 -5%
IMCOOI
503
Investment Management Corp of Ontario (IMCO)
Canada
$500K +$456K +3,253 New
JWM
504
Jeppson Wealth Management
California
$500K -$14K -100 -3%
FCFC
505
First Commonwealth Financial Corp
Pennsylvania
$498K +$73.7K +526 +19%
Public Sector Pension Investment Board (PSP Investments)
506
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$487K -$1.66M -11,830 -79%
BFO
507
Boston Family Office
Massachusetts
$483K
MLL
508
Moody Lynn & Lieberson
Massachusetts
$480K +$2.1K +15 +0.5%
CFFP
509
Center for Financial Planning
Michigan
$473K
MG
510
Mather Group
Illinois
$473K -$80.7K -576 -16%
SBIA
511
Sheaff Brock Investment Advisors
Indiana
$469K -$42K -300 -9%
FI
512
FJ Investments
Utah
$467K +$426K +3,039 New
FHB
513
First Hawaiian Bank
Hawaii
$465K -$29.1K -208 -6%
HTC
514
Haverford Trust Company
Pennsylvania
$464K -$106K -755 -20%
RIM
515
Rockbridge Investment Management
New York
$461K +$420K +3,000 New
PP
516
Patten & Patten
Tennessee
$454K
VSQM
517
V-Square Quantitative Management
Illinois
$452K +$87.1K +622 +27%
CCM
518
Coldstream Capital Management
Washington
$452K +$62.6K +447 +18%
FCI
519
Financial Counselors Inc
Kansas
$450K
TPCW
520
TD Private Client Wealth
New York
$450K -$67.4K -481 -14%
AB
521
Atlas Brown
Kentucky
$449K
SSW
522
Smith Shellnut Wilson
Mississippi
$446K -$6.17K -44 -1%
TMAM
523
Tokio Marine Asset Management
Japan
$444K +$21.7K +155 +6%
DC
524
Davenport & Co
Virginia
$434K -$101K -719 -20%
SPA
525
Sherbrooke Park Advisers
New York
$433K +$395K +2,816 New