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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
601
Stewart & Patten Company
California
$227K – – –
WB
602
Webster Bank
Connecticut
$222K – – –
SPC
603
Sigma Planning Corp
Michigan
$221K +$11.5K +90 +5%
LWP
604
Lumature Wealth Partners
Georgia
$221K +$13K +102 +6%
TMAM
605
Tokio Marine Asset Management
Japan
$220K +$240K +1,884 New
CAAS
606
Capital Asset Advisory Services
Michigan
$219K +$240K +1,878 New
EM
607
Excalibur Management
Massachusetts
$218K – – –
MKC
608
M. Kraus & Co
Vermont
$217K – – –
WFA
609
Wipfli Financial Advisors
Wisconsin
$217K +$237K +1,858 New
SS
610
Simplicity Solutions
Minnesota
$217K +$238K +1,862 New
DP
611
Dearborn Partners
Illinois
$216K +$2.17K +17 +0.9%
EGA
612
Eagle Global Advisors
Texas
$215K – – –
PCM
613
Parsons Capital Management
Rhode Island
$214K -$255 -2 -0.1%
MNBTD
614
Moody National Bank Trust Division
Texas
$213K – – –
JWCA
615
J.W. Coons Advisors
Ohio
$212K +$232K +1,819 New
QIM
616
Quantitative Investment Management
Virginia
$211K +$232K +1,818 New
GG
617
Gofen & Glossberg
Illinois
$210K +$8.93K +70 +4%
CA
618
Cetera Advisors
Colorado
$207K -$34.6K -271 -13%
MYIA
619
Mount Yale Investment Advisors
Colorado
$206K +$2.94K +23 +1%
CI
620
Cigna Investments
Connecticut
$204K -$10.3K -81 -4%
CAM
621
Cubic Asset Management
Massachusetts
$204K – – –
CC
622
Cornerstone Capital
California
$202K – – –
WT
623
Washington Trust
Rhode Island
$202K +$2.42K +19 +1%
CBTWT
624
Community Bank & Trust (Waco, Texas)
Texas
$201K – – –
CG
625
Caprock Group
Idaho
$201K +$220K +1,726 New