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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
976
Bar Harbor Wealth Management
New Hampshire
$335K
HCM
977
Howland Capital Management
Massachusetts
$331K
BAS
978
Brown Advisory Securities
Maryland
$330K +$213 +1 +0.1%
AWM
979
Altavista Wealth Management
North Carolina
$329K
HTC
980
Haverford Trust Company
Pennsylvania
$329K +$18.5K +87 +6%
CIC
981
Carnegie Investment Counsel
Ohio
$325K +$45.6K +214 +17%
MCM
982
MAI Capital Management
Ohio
$323K
QCG
983
Quadrant Capital Group
Ohio
$323K
Nuveen Fund Advisors
984
Nuveen Fund Advisors
Illinois
$322K -$147K -692 -33%
CT
985
Coastline Trust
Rhode Island
$321K +$36.2K +170 +14%
HCM
986
Harvest Capital Management
New Hampshire
$320K
EFS
987
Essex Financial Services
Connecticut
$318K +$37.5K +176 +14%
BG
988
Bahl & Gaynor
Ohio
$316K -$27.7K -130 -8%
CCG
989
Cypress Capital Group
Florida
$316K
MCA
990
Mercer Capital Advisers
New Jersey
$316K
HS
991
HighVista Strategies
Massachusetts
$316K +$298K +1,400 New
EWM
992
Evermay Wealth Management
Virginia
$315K
PL
993
Plancorp LLC
Missouri
$315K +$426 +2 +0.1%
PAM
994
Palisade Asset Management
Minnesota
$314K
FAM
995
Formidable Asset Management
Ohio
$311K -$5.54K -26 -2%
HL
996
HeadInvest LLC
Maine
$310K +$213 +1 +0.1%
SFSG
997
Stearns Financial Services Group
North Carolina
$308K -$8.09K -38 -3%
RFS
998
Rockefeller Financial Services
New York
$308K +$226K +1,060 +349%
NED
999
Nancy E. Dempze
$306K
CCA
1000
Catalyst Capital Advisors
New York
$305K