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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
501
HL Financial Services
Kentucky
$243K +$11.8K +750 +6%
HPC
502
HM Payson & Co
Maine
$241K – – –
WI
503
Wedgewood Investors
Pennsylvania
$238K -$8.48K -538 -4%
TCT
504
TIAA CREF Trust
Missouri
$238K +$206K +13,043 New
IA
505
IFP Advisors
Florida
$236K +$16.3K +1,034 +9%
MFS
506
MSI Financial Services
Massachusetts
$235K +$60.6K +3,844 +43%
WB
507
Webster Bank
Connecticut
$226K – – –
PAM
508
Paradigm Asset Management
New York
$218K -$1.73M -109,691 -90%
NERM
509
New England Research & Management
Illinois
$211K -$43.4K -2,755 -19%
LWM
510
Lenox Wealth Management
Ohio
$210K +$7.47K +474 +4%
AW
511
ACG Wealth
Georgia
$210K +$8.18K +519 +5%
CL
512
Choreo LLC
Illinois
$210K +$10K +634 +6%
RMDI
513
R.M. Davis Inc
Maine
$209K – – –
FMLI
514
Fukoku Mutual Life Insurance
Japan
$208K -$23.7K -1,500 -12%
CIBC Private Wealth Group
515
CIBC Private Wealth Group
Georgia
$200K +$173K +10,949 New
CCA
516
Checchi Capital Advisers
California
$196K +$7.47K +474 +5%
CIC
517
Carnegie Investment Counsel
Ohio
$194K +$6.61K +419 +4%
ZCA
518
Zeke Capital Advisors
Pennsylvania
$191K +$165K +10,466 New
SIM
519
Sigma Investment Management
Oregon
$189K -$17.9K -1,135 -10%
Baird Financial Group
520
Baird Financial Group
Wisconsin
$189K -$4.38K -278 -3%
Fiera Capital (Canada)
521
Fiera Capital (Canada)
Quebec, Canada
$189K – – –
MWAC
522
Mariner Wealth Advisors (Cincinnati)
Ohio
$186K – – –
BMO
523
Beck Mack & Oliver
New York
$183K – – –
LPC
524
Loeb Partners Corp
New York
$183K – – –
HWA
525
HCR Wealth Advisors
California
$183K +$158K +10,000 New