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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
701
Albion Financial Group
Utah
$231K
OMCS
702
Old Mutual Customised Solutions
South Africa
$230K +$65.6K +600 +38%
ZCA
703
Zeke Capital Advisors
Pennsylvania
$230K +$240K +2,197 New
CCA
704
Checchi Capital Advisers
California
$228K +$1.64K +15 +0.7%
CCA
705
Conestoga Capital Advisors
Pennsylvania
$227K
MIC
706
MU Investments Company
Japan
$225K +$65.6K +600 +40%
SFA
707
Sequoia Financial Advisors
Ohio
$224K -$3.28K -30 -1%
FB
708
Fulton Bank
Pennsylvania
$220K
ST
709
Smithfield Trust
Pennsylvania
$216K
ARMT
710
Amica Retiree Medical Trust
Rhode Island
$213K
VFS
711
VSR Financial Services
Kansas
$210K +$21.9K +200 +11%
RFS
712
Rockefeller Financial Services
New York
$209K
PCM
713
Parsons Capital Management
Rhode Island
$209K +$219K +2,000 New
HH
714
Hilltop Holdings
Texas
$208K +$547 +5 +0.3%
MFW
715
Meristem Family Wealth
Minnesota
$206K
BJL
716
Brighton Jones LLC
Washington
$204K +$213K +1,951 New
SCM
717
Shelton Capital Management
Colorado
$202K
LRIC
718
Long Road Investment Counsel
Michigan
$202K +$211K +1,930 New
CCS
719
Crosspoint Capital Strategies
California
$197K +$206K +1,885 New
GIS
720
Guardian Investor Services
New York
$195K -$5.91K -54 -3%
RIA
721
Regal Investment Advisors
Michigan
$188K -$12.9K -118 -6%
BMM
722
Buffington Mohr McNeal
Idaho
$173K +$181K +1,655 New
FNBT
723
FineMark National Bank & Trust
Florida
$164K +$45.4K +415 +36%
GLI
724
Guardian Life Insurance
New York
$160K
TFA
725
Transamerica Financial Advisors
Florida
$157K -$14.7K -134 -8%