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Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$649K +$386K +11,897 +141%
SSB
102
Sandy Spring Bank
Maryland
$580K -$802K -24,750 -58%
SW
103
SVB Wealth
Massachusetts
$564K -$323K -9,956 -36%
PA
104
Pinnacle Associates
New York
$545K -$264K -8,156 -32%
HDIM
105
Hanson & Doremus Investment Management
Vermont
$534K +$10.7K +330 +2%
O
106
OppenheimerFunds
New York
$530K +$538K +16,592 New
OC
107
Oppenheimer & Co
New York
$518K +$526K +16,215 New
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$516K -$22.5K -695 -4%
KeyBank National Association
109
KeyBank National Association
Ohio
$513K +$2.14K +66 +0.4%
HPCM
110
High Pointe Capital Management
Illinois
$508K -$14.3K -442 -3%
Geode Capital Management
111
Geode Capital Management
Massachusetts
$504K +$15.9K +489 +3%
AF
112
Affiance Financial
Minnesota
$497K -$409K -12,623 -45%
M&T Bank
113
M&T Bank
New York
$480K -$9.73K -300 -2%
WAM
114
Weatherly Asset Management
California
$473K +$17K +525 +4%
JMPWA
115
JP Morgan Private Wealth Advisors
California
$463K +$120K +3,703 +34%
FAAS
116
First Allied Advisory Services
California
$456K -$36.3K -1,119 -7%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$448K -$51.7K -1,594 -10%
PP
118
Paloma Partners
Connecticut
$444K +$176K +5,442 +65%
IAA
119
Ironsides Asset Advisors
North Carolina
$435K +$442K +13,637 New
PVWM
120
Point View Wealth Management
New Jersey
$434K -$5.96K -184 -1%
AAM
121
Advisors Asset Management
Colorado
$419K +$425K +13,114 New
Brown Advisory
122
Brown Advisory
Maryland
$417K -$4.05K -125 -0.9%
Two Sigma Investments
123
Two Sigma Investments
New York
$406K +$412K +12,723 New
BA
124
Boston Advisors
Massachusetts
$405K
RC
125
RegentAtlantic Capital
New Jersey
$399K -$22.7K -700 -5%