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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
801
Halbert Hargrove Global Advisors
California
$316K -$23.9K -1,424 -8%
CA
802
Cambridge Advisors
Nebraska
$314K +$289K +17,250 New
DCLA
803
Douglas C. Lane & Associates
New York
$313K +$10.7K +637 +4%
LWM
804
LBA Wealth Management
Florida
$313K +$147K +8,753 +104%
VHAM
805
Van Hulzen Asset Management
California
$313K +$288K +17,200 New
KG
806
Killen Group
Pennsylvania
$311K – – –
MIAN
807
Mariner Independent Advisor Network
Kansas
$310K +$285K +16,997 New
CCA
808
Cobblestone Capital Advisors
New York
$309K -$17.9K -1,068 -6%
BC
809
Banced Corp
Illinois
$308K -$637 -38 -0.2%
CHC
810
City Holding Co
West Virginia
$306K +$98.1K +5,853 +53%
IAM
811
Impax Asset Management
New Hampshire
$304K -$78.1K -4,660 -22%
NFG
812
Next Financial Group
Texas
$303K -$146K -8,704 -34%
HIM
813
Hillsdale Investment Management
Ontario, Canada
$301K – – –
TWA
814
TCI Wealth Advisors
Arizona
$301K +$704 +42 +0.3%
FB
815
Fulton Bank
Pennsylvania
$297K +$1.29K +77 +0.5%
SC
816
Savant Capital
Illinois
$296K +$46.5K +2,774 +21%
NYLIM
817
New York Life Investment Management
New York
$296K +$232K +13,824 +571%
HRC
818
Hoertkorn Richard Charles
$295K -$4.39K -262 -2%
EAM
819
Evanson Asset Management
California
$294K +$33.5K +2,001 +14%
BSW
820
Buckingham Strategic Wealth
Missouri
$291K +$8.55K +510 +3%
QC
821
QCM Cayman
Texas
$289K +$158K +9,425 New
Mariner
822
Mariner
Kansas
$285K +$262K +15,652 New
AIA
823
AIMZ Investment Advisors
California
$284K +$261K +15,566 New
HCC
824
Hirtle Callaghan & Co
Pennsylvania
$281K +$369 +22 +0.1%
PPCM
825
Pillar Pacific Capital Management
California
$280K -$18.9K -1,128 -7%