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Name Holding Trade Value Shares
Change
Change in
Stake
CSA
601
Cottage Street Advisors
Massachusetts
$754K -$12.6K -1,000 -2%
EFS
602
Essex Financial Services
Connecticut
$753K +$28.4K +2,259 +4%
RC
603
RegentAtlantic Capital
New Jersey
$751K +$59.5K +4,727 +9%
BTNA
604
Bremer Trust National Association
Minnesota
$739K -$1.95M -154,950 -74%
BPB
605
Badgley, Phelps & Bell
Washington
$737K -$3.59M -285,511 -84%
BSWMG
606
Barrington Strategic Wealth Management Group
Illinois
$733K -$24.8K -1,970 -3%
BFEC
607
Benjamin F. Edwards & Company
Missouri
$725K +$85K +6,757 +14%
SS
608
Simplicity Solutions
Minnesota
$720K -$4.05M -321,577 -86%
SW
609
SVB Wealth
Massachusetts
$711K -$346K -27,521 -34%
PL
610
Perpetual Ltd
Australia
$702K +$28.9K +2,300 +5%
CAL
611
Capital Analysts LLC
Pennsylvania
$700K -$121K -9,611 -16%
DPIM
612
Duff & Phelps Investment Management
Illinois
$697K -$158K -12,570 -20%
CANC
613
Culbertson A N & Co
Virginia
$697K +$59.1K +4,700 +10%
WKWM
614
Walter & Keenan Wealth Management
Indiana
$695K -$94.4K -7,500 -13%
ECM
615
Element Capital Management
New York
$695K +$648K +51,486 New
UAS
616
United Asset Strategies
New York
$693K +$10.3K +821 +2%
CIM
617
CenturyLink Investment Management
Colorado
$684K -$31.7K -2,523 -5%
KIA
618
KCM Investment Advisors
California
$674K -$82K -6,515 -12%
UB
619
UMB Bank
Missouri
$671K +$84.8K +6,744 +16%
Balyasny Asset Management
620
Balyasny Asset Management
Illinois
$669K +$383K +30,420 +159%
SAM
621
Sawgrass Asset Management
Florida
$665K -$2.52K -200 -0.4%
GJIC
622
Gamble Jones Investment Counsel
California
$660K +$7.95K +632 +1%
SC
623
Searle & Co
Connecticut
$659K
GIA
624
Guyasuta Investment Advisors
Pennsylvania
$650K -$86.5K -6,875 -12%
ASN
625
Advisory Services Network
Georgia
$650K -$46.6K -3,703 -7%