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Name Holding Trade Value Shares
Change
Change in
Stake
PL
601
Parthenon LLC
Kentucky
$208K – – –
W
602
Wealthfront
California
$205K -$370K -3,578 -63%
FA
603
FMA Advisory
Pennsylvania
$205K -$17.4K -168 -8%
BBHC
604
Brown Brothers Harriman & Co
New York
$205K -$16.5K -160 -7%
CP
605
Castleview Partners
Texas
$204K +$213K +2,062 New
CIC
606
Carnegie Investment Counsel
Ohio
$203K -$95.1K -921 -30%
OC
607
Oarsman Capital
Wisconsin
$203K – – –
VDI
608
Vaughan David Investments
Illinois
$202K – – –
FRA
609
Front Row Advisors
California
$199K – – –
HIM
610
HughesLittle Investment Management
$198K – – –
AF
611
Arrow Financial
New York
$192K -$194K -1,880 -49%
SF
612
Synovus Financial
Georgia
$187K -$207 -2 -0.1%
PCG
613
Private Capital Group
Connecticut
$185K +$88K +852 +84%
JFA
614
JNBA Financial Advisors
Minnesota
$176K – – –
PA
615
Parallel Advisors
California
$175K -$41.3K -400 -18%
VIA
616
Vantage Investment Advisors
Pennsylvania
$175K – – –
WTB
617
Washington Trust Bank
Washington
$168K – – –
WT
618
Whittier Trust
California
$168K – – –
AFIA
619
America First Investment Advisors
Nebraska
$165K – – –
EFSCE
620
Enterprise Financial Services Corp (EFSC)
Missouri
$164K – – –
RIM
621
Rampart Investment Management
Connecticut
$149K -$22.5K -218 -13%
YWP
622
YorkBridge Wealth Partners
New York
$145K – – –
CFA
623
Carroll Financial Associates
North Carolina
$140K -$25.8K -250 -15%
Fuller & Thaler Asset Management
624
Fuller & Thaler Asset Management
California
$139K +$20.7K +200 +17%
JFGIW
625
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$130K -$25.8K -250 -16%