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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
501
Prospera Financial Services
Texas
$363K -$377K -7,064 -51%
MC
502
Mathes Company
New York
$362K
OCG
503
Opus Capital Group
Ohio
$362K
Fayez Sarofim & Co
504
Fayez Sarofim & Co
Texas
$360K
PFC
505
Poplar Forest Capital
California
$358K
SYBT
506
Stock Yards Bank & Trust
Kentucky
$357K -$1.6K -30 -0.5%
GWM
507
GSB Wealth Management
Connecticut
$357K
HFA
508
High Falls Advisors
New York
$354K +$16.4K +308 +5%
GIA
509
Guyasuta Investment Advisors
Pennsylvania
$353K
V
510
Veritable
Delaware
$350K +$19.8K +372 +6%
FWCM
511
Ferguson Wellman Capital Management
Oregon
$349K -$10.7K -200 -3%
EFS
512
Essex Financial Services
Connecticut
$348K +$23.3K +437 +7%
GSBTD
513
Glenview State Bank Trust Department
Illinois
$347K
WJA
514
Williams Jones & Associates
New York
$345K -$106K -1,980 -24%
SSA
515
Schonfeld Strategic Advisors
New York
$342K -$267K -5,008 -44%
BTNA
516
Bremer Trust National Association
Minnesota
$340K -$20.7K -389 -6%
DWA
517
Douglass Winthrop Advisors
New York
$336K +$32K +600 +11%
PTC
518
Private Trust Company
Ohio
$335K -$15.6K -293 -4%
WEC
519
Winslow Evans & Crocker
Massachusetts
$334K -$53 -1 -0%
GD
520
Grandfield & Dodd
New York
$332K -$9.6K -180 -3%
BW
521
Bison Wealth
Georgia
$330K -$46.5K -872 -12%
SA
522
Strategic Advisors
New York
$321K +$746 +14 +0.2%
BCP
523
Berkeley Capital Partners
Georgia
$319K -$39.3K -737 -11%
CSIC
524
Clifford Swan Investment Counsel
California
$317K -$58.2K -1,092 -16%
BFO
525
Boston Family Office
Massachusetts
$317K