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Name Holding Trade Value Shares
Change
Change in
Stake
W
601
Wealthfront
California
$205K -$370K -3,578 -63%
FA
602
FMA Advisory
Pennsylvania
$205K -$17.4K -168 -8%
BBHC
603
Brown Brothers Harriman & Co
New York
$205K -$16.5K -160 -7%
CP
604
Castleview Partners
Texas
$204K +$213K +2,062 New
CIC
605
Carnegie Investment Counsel
Ohio
$203K -$95.1K -921 -30%
OC
606
Oarsman Capital
Wisconsin
$203K
VDI
607
Vaughan David Investments
Illinois
$202K
FRA
608
Front Row Advisors
California
$199K
HIM
609
HughesLittle Investment Management
$198K
AF
610
Arrow Financial
New York
$192K -$194K -1,880 -49%
SF
611
Synovus Financial
Georgia
$187K -$207 -2 -0.1%
PCG
612
Private Capital Group
Connecticut
$185K +$88K +852 +84%
JFA
613
JNBA Financial Advisors
Minnesota
$176K
PA
614
Parallel Advisors
California
$175K -$41.3K -400 -18%
VIA
615
Vantage Investment Advisors
Pennsylvania
$175K
WTB
616
Washington Trust Bank
Washington
$168K
WT
617
Whittier Trust
California
$168K
AFIA
618
America First Investment Advisors
Nebraska
$165K
EFSCE
619
Enterprise Financial Services Corp (EFSC)
Missouri
$164K
RIM
620
Rampart Investment Management
Connecticut
$149K -$22.5K -218 -13%
YWP
621
YorkBridge Wealth Partners
New York
$145K
CFA
622
Carroll Financial Associates
North Carolina
$140K -$25.8K -250 -15%
Fuller & Thaler Asset Management
623
Fuller & Thaler Asset Management
California
$139K +$20.7K +200 +17%
JFGIW
624
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$130K -$25.8K -250 -16%
FPFS
625
First Personal Financial Services
North Carolina
$129K +$413 +4 +0.3%