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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
751
SevenBridge Financial Group
Pennsylvania
$476K +$508K +3,133 New
PFS
752
Prospera Financial Services
Texas
$473K +$149K +918 +42%
WTB
753
Washington Trust Bank
Washington
$471K +$48.6K +300 +11%
WI
754
Wedgewood Investors
Pennsylvania
$465K – – –
CFMC
755
Curbstone Financial Management Corp
New Hampshire
$464K +$40.5K +250 +9%
GJIC
756
Gamble Jones Investment Counsel
California
$462K -$20.3K -125 -4%
TF
757
Tompkins Financial
New York
$462K – – –
CFP
758
Cornerstone Financial Partners
North Carolina
$457K -$6K -37 -1%
WSCM
759
Wellington Shields Capital Management
New York
$455K -$195K -1,200 -29%
DWT
760
Dorsey & Whitney Trust
South Dakota
$454K +$212K +1,308 +78%
ZAM
761
Zevin Asset Management
Massachusetts
$446K – – –
SFFS
762
Stonehage Fleming Financial Services
Jersey
$437K -$188K -1,160 -29%
PFBT
763
Parkside Financial Bank & Trust
Missouri
$430K -$29.2K -180 -6%
OMCS
764
Old Mutual Customised Solutions
South Africa
$425K – – –
CCA
765
Checchi Capital Advisers
California
$425K +$15.2K +94 +3%
HK
766
Horizon Kinetics
New York
$423K -$74.6K -460 -14%
TH
767
TCTC Holdings
Texas
$422K – – –
JWBC
768
J.W. Burns & Co
New York
$420K – – –
MCA
769
Morris Capital Advisors
Pennsylvania
$413K -$10.4K -64 -2%
VFA
770
Voya Financial Advisors
Connecticut
$412K +$68.8K +424 +18%
SIC
771
SFE Investment Counsel
California
$406K -$16.2K -100 -4%
AAM
772
Azzad Asset Management
Virginia
$406K +$8.76K +54 +2%
TCM
773
Traynor Capital Management
Pennsylvania
$403K +$36.3K +224 +9%
FAM
774
Formidable Asset Management
Ohio
$397K -$2.43K -15 -0.6%
TWA
775
TCI Wealth Advisors
Arizona
$395K – – –