Name Holding Trade Value Shares
Change
Change in
Stake
JFL
1201
Jarislowsky, Fraser Ltd
Quebec, Canada
$823K -$3.23K -27 -0.4%
VF
1202
Virtu Financial
New York
$823K +$405K +3,388 +110%
Financial Engines Advisors
1203
Financial Engines Advisors
California
$821K +$306K +2,558 +66%
PFGIA
1204
Patriot Financial Group Insurance Agency
Massachusetts
$820K +$37.5K +313 +5%
WTB
1205
Washington Trust Bank
Washington
$819K -$69.3K -579 -8%
MPWT
1206
MassMutual Private Wealth & Trust
Connecticut
$818K +$307K +2,564 +67%
SC
1207
Sawyer & Company
Massachusetts
$815K -$462K -3,863 -38%
BMA
1208
Brooks Moore & Associates
Tennessee
$812K +$50K +418 +7%
EWM
1209
Evermay Wealth Management
Virginia
$810K +$120 +1 +0%
CI
1210
Ceera Investments
Texas
$810K +$761K +6,360 New
RI
1211
Ridgewood Investments
New Jersey
$809K +$30.9K +258 +4%
LWANC
1212
Laurel Wealth Advisors (North Carolina)
North Carolina
$805K -$42K -351 -5%
GIP
1213
Granite Investment Partners
California
$803K – – –
AC
1214
Abbrea Capital
California
$802K +$39K +326 +5%
CPR
1215
CSU Producer Resources
Ohio
$800K – – –
GC
1216
Gratus Capital
Georgia
$800K – – –
CA
1217
Calton & Associates
Florida
$797K -$7.18K -60 -0.9%
BHIA
1218
Birch Hill Investment Advisors
Massachusetts
$794K -$124K -1,034 -14%
TWA
1219
TCI Wealth Advisors
Arizona
$794K -$14.1K -118 -2%
IWA
1220
IVC Wealth Advisors
Pennsylvania
$791K +$12.6K +105 +2%
OAM
1221
Optimal Asset Management
California
$790K -$1.11M -9,309 -60%
CHJWM
1222
Carlton Hofferkamp & Jenks Wealth Management
Texas
$790K -$56K -468 -7%
CWM
1223
Connecticut Wealth Management
Connecticut
$789K – – –
IA
1224
IFP Advisors
Florida
$787K -$333K -2,785 -31%
YWP
1225
YorkBridge Wealth Partners
New York
$787K -$10.4K -87 -1%