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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
551
Gideon Capital Advisors
New York
$307K +$315K +2,859 New
SCA
552
Sippican Capital Advisors
Massachusetts
$306K – – –
HSA
553
HBK Sorce Advisory
Pennsylvania
$305K -$59K -535 -16%
MWAC
554
Mariner Wealth Advisors (Cincinnati)
Ohio
$302K – – –
EWM
555
Evercore Wealth Management
New York
$295K – – –
FPCG
556
Fort Pitt Capital Group
Pennsylvania
$295K – – –
WP
557
WMS Partners
Maryland
$295K +$303K +2,747 New
H
558
Hexavest
Quebec, Canada
$293K -$221K -2,005 -42%
NL
559
NWAM LLC
Washington
$293K +$301K +2,731 New
PG
560
Pendal Group
Australia
$292K +$300K +2,719 New
KFC
561
Klingenstein Fields & Co
New York
$291K – – –
FNBT
562
FineMark National Bank & Trust
Florida
$290K -$145K -1,314 -33%
CP
563
Coho Partners
Pennsylvania
$289K -$12.7K -115 -4%
MRCM
564
M&R Capital Management
New Jersey
$285K – – –
TCOV
565
Trust Company of Vermont
Vermont
$285K – – –
Fiera Capital (Canada)
566
Fiera Capital (Canada)
Quebec, Canada
$284K – – –
FDCC
567
Foster Dykema Cabot & Co
Massachusetts
$279K – – –
HAIM
568
Hunter Associates Investment Management
Pennsylvania
$279K – – –
NIT
569
NumerixS Investment Technologies
British Columbia, Canada
$279K +$287K +2,600 New
ICOA
570
Investment Centers of America
North Dakota
$278K -$121K -1,094 -30%
CG
571
Caprock Group
Idaho
$272K +$28.8K +261 +11%
SC
572
Schulhoff & Co
Ohio
$271K – – –
GIA
573
Guyasuta Investment Advisors
Pennsylvania
$269K – – –
CB
574
Community Bank
New York
$268K – – –
BMC
575
Beaton Management Company
Massachusetts
$268K +$276K +2,500 New