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Name Holding Trade Value Shares
Change
Change in
Stake
LH
701
Lebenthal Holdings
New York
$216K +$221K +1,972 New
WT
702
Washington Trust
Rhode Island
$213K -$7.72K -69 -3%
LRIC
703
Long Road Investment Counsel
Michigan
$212K
BJL
704
Brighton Jones LLC
Washington
$209K +$7.16K +64 +3%
CTC
705
Central Trust Company
Missouri
$207K -$19K -170 -8%
GF
706
Gerstein Fisher
New York
$207K -$6.04K -54 -3%
SFG
707
SNS Financial Group
Minnesota
$205K
HB
708
Homrich & Berg
Georgia
$201K +$112 +1 +0.1%
BWFM
709
Bridgewater Wealth & Financial Management
Maryland
$200K +$204K +1,827 New
PAIA
710
Park Avenue Institutional Advisers
New York
$194K -$5.59K -50 -3%
GLI
711
Guardian Life Insurance
New York
$171K +$42.5K +380 +32%
DA
712
Dunvegan Associates
California
$162K
AP
713
Atwood & Palmer
Missouri
$161K
FNBT
714
FineMark National Bank & Trust
Florida
$159K -$5.59K -50 -3%
MFS
715
MSI Financial Services
Massachusetts
$158K +$25.6K +229 +19%
WTB
716
Washington Trust Bank
Washington
$147K
JFA
717
JNBA Financial Advisors
Minnesota
$133K +$89.5K +800 +196%
KCM
718
Karp Capital Management
California
$129K
BCM
719
Barometer Capital Management
Ontario, Canada
$110K
MCM
720
Manchester Capital Management
Vermont
$101K
PSI
721
Pinnacle Summer Investments
Virginia
$100K +$102K +915 New
PR
722
Payden & Rygel
California
$99K
BC
723
Bartlett & Co
Ohio
$93K
HA
724
Harfst & Associates
Wyoming
$90K +$55.3K +494 +151%
RIA
725
Regal Investment Advisors
Michigan
$87K -$124K -1,106 -58%