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Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
551
Mechanics Bank - Trust Department
California
$208K +$195K +2,000 New
KA
552
Klingman & Associates
New York
$207K +$195K +2,000 New
WT
553
Whittier Trust
California
$206K – – –
VNA
554
VNBTrust National Association
Virginia
$201K +$189K +1,938 New
WA
555
Wheatland Advisors
Pennsylvania
$201K +$189K +1,938 New
WF
556
WealthTrust Fairport
Ohio
$193K – – –
FMB
557
Field & Main Bank
Kentucky
$187K – – –
JFA
558
JNBA Financial Advisors
Minnesota
$185K – – –
JFGIW
559
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K – – –
EWM
560
Evercore Wealth Management
New York
$172K +$29.2K +300 +22%
FMT
561
First Mercantile Trust
Tennessee
$165K – – –
KT
562
Kanaly Trust
Texas
$163K -$1.75K -18 -1%
FNBT
563
FineMark National Bank & Trust
Florida
$148K – – –
CTA
564
Colonial Trust Advisors
South Carolina
$140K -$73K -750 -36%
EPM
565
Equitec Proprietary Markets
Illinois
$139K +$130K +1,336 New
IA
566
IndexIQ Advisors
New York
$138K -$1.13M -11,647 -90%
HIM
567
Hillsdale Investment Management
Ontario, Canada
$135K -$38.9K -400 -24%
LWCFA
568
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133K – – –
CWM
569
Cranbrook Wealth Management
Michigan
$127K +$86K +883 +260%
CFA
570
Carroll Financial Associates
North Carolina
$126K -$7.69K -79 -6%
OMCS
571
Old Mutual Customised Solutions
South Africa
$125K -$19.5K -200 -14%
CFA
572
CT Financial Advisors
Pennsylvania
$125K +$117K +1,200 New
CBT
573
Central Bank & Trust
Kentucky
$123K -$656K -6,738 -85%
DSC
574
Duncker Streett & Co
Missouri
$123K – – –
QAM
575
QCI Asset Management
New York
$117K – – –