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Hubbell

Name Holding Trade Value Shares
Change
Change in
Stake
FA
301
FDx Advisors
Illinois
$306K +$309K +1,638 New
MA
302
Montag & Associates
Georgia
$299K
P
303
Pitcairn
Pennsylvania
$296K
IRF
304
IBM Retirement Fund
New York
$285K -$63.3K -335 -18%
IP
305
Innovative Portfolios
Indiana
$284K
RCAG
306
Rehmann Capital Advisory Group
Michigan
$279K +$6.04K +32 +2%
BPA
307
Beacon Pointe Advisors
California
$275K +$278K +1,471 New
HPC
308
HM Payson & Co
Maine
$271K
IA
309
IFG Advisory
Georgia
$267K +$13.2K +70 +5%
CWM
310
Centric Wealth Management
Illinois
$265K
GF
311
Gries Financial
Ohio
$260K
IFS
312
Ifrah Financial Services
Arkansas
$253K -$4.16K -22 -2%
TCM
313
Telos Capital Management
California
$252K -$283K -1,500 -53%
MCM
314
MAI Capital Management
Ohio
$247K
PCM
315
Pointe Capital Management
Michigan
$240K
NQWM
316
Northwest Quadrant Wealth Management
Oregon
$236K
EI
317
Ethic Inc
New York
$235K +$238K +1,258 New
SAM
318
Seelaus Asset Management
New Jersey
$234K -$9.44K -50 -4%
BC
319
Burney Company
Virginia
$234K +$237K +1,255 New
HTC
320
Haverford Trust Company
Pennsylvania
$224K -$75.5K -400 -25%
AP
321
Advisor Partners
California
$221K +$2.46K +13 +1%
AC
322
Avestar Capital
New York
$220K +$222K +1,175 New
Vanguard Personalized Indexing Management
323
Vanguard Personalized Indexing Management
California
$217K +$220K +1,163 New
FM
324
Foster & Motley
Ohio
$214K -$3.78K -20 -2%
CPC
325
Cookson Peirce & Co
Pennsylvania
$214K +$216K +1,146 New