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Name Holding Trade Value Shares
Change
Change in
Stake
MWR
751
McAdams Wright Ragen
Washington
$750K -$1.26K -57 -0.2%
RIM
752
Regent Investment Management
Kentucky
$742K +$15.8K +713 +2%
Creative Planning
753
Creative Planning
Kansas
$741K +$129K +5,841 +22%
MNBTD
754
Moody National Bank Trust Division
Texas
$738K +$707K +31,957 New
AP
755
Advisor Partners
California
$734K -$23.5K -1,060 -3%
LNWWM
756
Laird Norton Wetherby Wealth Management
California
$731K +$59.1K +2,668 +9%
WSCM
757
Wellington Shields Capital Management
New York
$730K +$89.4K +4,039 +15%
FBT
758
Founders Bank & Trust
Michigan
$728K +$67.6K +3,056 +10%
FAAS
759
First Allied Advisory Services
California
$723K -$13.4K -606 -2%
GF
760
Gerstein Fisher
New York
$719K +$158K +7,116 +30%
SAG
761
Sterne Agee Group
Alabama
$713K -$157K -7,083 -19%
TGA
762
Trilogy Global Advisors
Florida
$713K – – –
ATC
763
Argent Trust Company
Louisiana
$709K +$354K +15,986 +109%
GIA
764
GHP Investment Advisors
Colorado
$703K +$59.7K +2,697 +10%
EGA
765
E&G Advisors
Texas
$703K +$674K +30,434 New
IPC
766
Independent Portfolio Consultants
Florida
$699K +$19.6K +884 +3%
NAMP
767
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$698K +$669K +30,246 New
WT
768
Whittier Trust
California
$693K -$11.3K -511 -2%
BCM
769
Bourgeon Capital Management
Connecticut
$686K +$657K +29,700 New
RGC
770
Roberts, Glore & Co
Illinois
$685K -$10.8K -488 -2%
ADBIC
771
A.D. Beadell Investment Counsel
Wisconsin
$685K – – –
SSA
772
South Street Advisors
New York
$680K – – –
BCM
773
Bluefin Capital Management
New York
$679K +$651K +29,408 New
MAP
774
Managed Asset Portfolios
Michigan
$678K +$650K +29,344 New
BAS
775
Brown Advisory Securities
Maryland
$677K +$395K +17,846 +155%