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Name Holding Trade Value Shares
Change
Change in
Stake
HTC
551
Haverford Trust Company
Pennsylvania
$211K
SWM
552
SeaCrest Wealth Management
New York
$211K
PCP
553
Proficio Capital Partners
Massachusetts
$210K -$124 -1 -0.1%
AM
554
Atwater Malick
Pennsylvania
$207K -$49.5K -400 -20%
MFW
555
Meristem Family Wealth
Minnesota
$207K
CHAM
556
Clear Harbor Asset Management
Connecticut
$207K +$198K +1,600 New
EFS
557
Essex Financial Services
Connecticut
$206K
NA
558
Navellier & Associates
Nevada
$204K -$1.11K -9 -0.6%
MSAM
559
Moloney Securities Asset Management
Missouri
$202K
CFGS
560
Concourse Financial Group Securities
Alabama
$202K +$27.4K +222 +17%
PMG
561
ProVise Management Group
Florida
$202K +$193K +1,562 New
FC
562
Financial Consulate
Maryland
$200K -$19.4K -157 -9%
FPS
563
Fieldpoint Private Securities
Connecticut
$199K +$40.1K +324 +28%
TIA
564
Tiemann Investment Advisors
California
$195K
SIM
565
Sentry Investment Management
Wisconsin
$186K
VCM
566
Vigilant Capital Management
Maine
$174K
EWM
567
Elmwood Wealth Management
California
$170K
CFA
568
Carroll Financial Associates
North Carolina
$170K +$9.4K +76 +6%
SPIA
569
Steward Partners Investment Advisory
New York
$151K -$193K -1,565 -57%
O
570
Ossiam
France
$137K +$127K +1,026 New
DMBA
571
Deseret Mutual Benefit Administrators
Utah
$134K +$128K +1,038 New
APA
572
American Portfolios Advisors
New York
$132K
Loomis, Sayles & Company
573
Loomis, Sayles & Company
Massachusetts
$130K +$101K +816 +429%
FGAM
574
Financial Gravity Asset Management
Texas
$129K
TCOV
575
Trust Company of Vermont
Vermont
$129K