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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
626
Advisory Services Network
Georgia
$130K -$363K -6,496 -73%
BEAM
627
Baker Ellis Asset Management
Washington
$128K – – –
FANJ
628
Financial Architects (New Jersey)
New Jersey
$126K +$59.4K +1,062 +82%
CFA
629
Carroll Financial Associates
North Carolina
$123K +$12.9K +231 +12%
EWM
630
Evercore Wealth Management
New York
$121K -$93.4K -1,670 -42%
BKBG
631
BHF Kleinwort Benson Group
Belgium
$120K -$123K -2,192 -49%
SFWA
632
Summit Financial Wealth Advisors
Louisiana
$119K +$125K +2,234 New
ACS
633
Archford Capital Strategies
Illinois
$117K -$268K -4,794 -69%
FCM
634
Forester Capital Management
Illinois
$117K – – –
Thrivent Financial for Lutherans
635
Thrivent Financial for Lutherans
Minnesota
$113K +$44.8K +800 +62%
DSC
636
Duncker Streett & Co
Missouri
$103K -$4.48K -80 -4%
ARMT
637
Amica Retiree Medical Trust
Rhode Island
$103K +$107K +1,919 New
DAM
638
Delta Asset Management
Tennessee
$102K -$1.79K -32 -2%
CFA
639
Camarda Financial Advisors
Florida
$95K – – –
PR
640
Payden & Rygel
California
$90K – – –
CPA
641
Cowen Prime Advisors
New York
$85K – – –
FFC
642
First Financial Corp
Indiana
$85K – – –
ST
643
Smithfield Trust
Pennsylvania
$84K -$57.4K -1,026 -40%
FWM
644
Focused Wealth Management
New York
$82K +$392 +7 +0.5%
HIM
645
Hillsdale Investment Management
Ontario, Canada
$81K -$4.48K -80 -5%
SAM
646
Shamrock Asset Management
Texas
$77K -$1.56M -27,888 -95%
OC
647
Oakworth Capital
Alabama
$77K – – –
LIA
648
LS Investment Advisors
Michigan
$73K – – –
JIC
649
Joel Isaacson & Co
New York
$73K +$5.99K +107 +9%
TF
650
Tompkins Financial
New York
$67K -$10.7K -192 -13%