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Name Holding Trade Value Shares
Change
Change in
Stake
TBNY
1226
Trustco Bank (New York)
New York
$220K -$7.89K -100 -4%
AL
1227
Agran Libbie
California
$220K +$214K +2,714 New
SMC
1228
Smith, Moore & Co
Missouri
$220K +$214K +2,717 New
BONST
1229
Bank of Nova Scotia Trust
Ontario, Canada
$219K +$211K +2,675 New
ACM
1230
Alta Capital Management
Utah
$219K +$214K +2,716 New
PGA
1231
Portland Global Advisors
Maine
$218K
CFA
1232
Capstone Financial Advisors
Illinois
$218K +$213K +2,698 New
NYLT
1233
New York Life Trust
New York
$217K -$32.9K -417 -13%
MAM
1234
Marquette Asset Management
Minnesota
$217K
KPCM
1235
Kings Point Capital Management
New York
$217K +$22.1K +280 +12%
N
1236
Natixis
France
$215K +$209K +2,650 New
T
1237
TradeWorx
New Jersey
$212K -$185K -2,348 -47%
MCWS
1238
McKinley Carter Wealth Services
West Virginia
$212K +$1.89K +24 +0.9%
HRIA
1239
Haberer Registered Investment Advisor
Ohio
$211K
CCC
1240
Chelsea Counsel Company
California
$210K
SCM
1241
SKBA Capital Management
California
$210K
NEPWA
1242
New England Private Wealth Advisors
Massachusetts
$210K +$316 +4 +0.2%
GIA
1243
GHP Investment Advisors
Colorado
$207K +$202K +2,557 New
SFA
1244
Sequoia Financial Advisors
Ohio
$207K +$202K +2,557 New
MCM
1245
McRae Capital Management
New Jersey
$206K
SWA
1246
SFMG Wealth Advisors
Texas
$206K +$789 +10 +0.4%
CCA
1247
Conestoga Capital Advisors
Pennsylvania
$205K -$23.7K -300 -11%
MIAN
1248
Mariner Independent Advisor Network
Kansas
$205K +$199K +2,526 New
STI
1249
Susquehanna Trust & Investment
Pennsylvania
$203K +$197K +2,500 New
CL
1250
CSS LLC
Illinois
$202K -$7.89K -100 -4%