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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
551
Sippican Capital Advisors
Massachusetts
$306K
HSA
552
HBK Sorce Advisory
Pennsylvania
$305K -$59K -535 -16%
MWAC
553
Mariner Wealth Advisors (Cincinnati)
Ohio
$302K
EWM
554
Evercore Wealth Management
New York
$295K
FPCG
555
Fort Pitt Capital Group
Pennsylvania
$295K
WP
556
WMS Partners
Maryland
$295K +$303K +2,747 New
H
557
Hexavest
Quebec, Canada
$293K -$221K -2,005 -42%
NL
558
NWAM LLC
Washington
$293K +$301K +2,731 New
PG
559
Pendal Group
Australia
$292K +$300K +2,719 New
KFC
560
Klingenstein Fields & Co
New York
$291K
FNBT
561
FineMark National Bank & Trust
Florida
$290K -$145K -1,314 -33%
CP
562
Coho Partners
Pennsylvania
$289K -$12.7K -115 -4%
MRCM
563
M&R Capital Management
New Jersey
$285K
TCOV
564
Trust Company of Vermont
Vermont
$285K
Fiera Capital (Canada)
565
Fiera Capital (Canada)
Quebec, Canada
$284K
FDCC
566
Foster Dykema Cabot & Co
Massachusetts
$279K
HAIM
567
Hunter Associates Investment Management
Pennsylvania
$279K
NIT
568
NumerixS Investment Technologies
British Columbia, Canada
$279K +$287K +2,600 New
ICOA
569
Investment Centers of America
North Dakota
$278K -$121K -1,094 -30%
CG
570
Caprock Group
Idaho
$272K +$28.8K +261 +11%
SC
571
Schulhoff & Co
Ohio
$271K
GIA
572
Guyasuta Investment Advisors
Pennsylvania
$269K
CB
573
Community Bank
New York
$268K
BMC
574
Beaton Management Company
Massachusetts
$268K +$276K +2,500 New
CYG
575
Clean Yield Group
Vermont
$264K