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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
551
Private Capital Group
Connecticut
$188K +$10.3K +587 +5%
KeyBank National Association
552
KeyBank National Association
Ohio
$188K +$224K +12,704 New
AWM
553
AE Wealth Management
Kansas
$186K -$99K -5,623 -31%
FNFDCM
554
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$186K – – –
CIC
555
Carnegie Investment Counsel
Ohio
$182K -$65.8K -3,741 -23%
GT
556
Greenleaf Trust
Michigan
$179K -$41.1K -2,335 -16%
GI
557
GAMCO Investors
Connecticut
$179K – – –
PFO
558
Pathstone Family Office
New Jersey
$177K +$211K +11,996 New
AW
559
ACG Wealth
Georgia
$173K -$898 -51 -0.4%
AWM
560
AllSquare Wealth Management
New York
$169K +$19.6K +1,113 +11%
AAP
561
Arax Advisory Partners
Colorado
$167K +$2.5K +142 +1%
LOAME
562
Lombard Odier Asset Management (Europe)
United Kingdom
$166K – – –
TA
563
TCG Advisors
Texas
$166K +$198K +11,263 New
WI
564
Wedgewood Investors
Pennsylvania
$165K -$2.1K -119 -1%
NB
565
NBT Bank
New York
$164K -$15.1K -860 -7%
LWM
566
Lenox Wealth Management
Ohio
$163K – – –
BBHC
567
Brown Brothers Harriman & Co
New York
$162K -$56.3K -3,200 -23%
CNBT
568
Canandaigua National Bank & Trust
New York
$160K +$191K +10,849 New
Fiera Capital (Canada)
569
Fiera Capital (Canada)
Quebec, Canada
$153K – – –
SIM
570
Sigma Investment Management
Oregon
$153K – – –
FIM
571
Freedom Investment Management
Connecticut
$153K +$16.1K +913 +10%
WS
572
Wedbush Securities
California
$152K -$493 -28 -0.3%
RIM
573
Rampart Investment Management
Connecticut
$151K -$658K -37,384 -79%
CG
574
Colony Group
Massachusetts
$150K -$45.7K -2,597 -20%
B
575
Bailard
California
$149K -$35K -1,987 -16%