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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
351
Halbert Hargrove Global Advisors
California
$256K +$7.79K +186 +3%
CI
352
Constellation Investments
Ohio
$255K +$4.19K +100 +2%
FANJ
353
Financial Architects (New Jersey)
New Jersey
$242K -$241K -5,756 -50%
HIMC
354
Heritage Investors Management Corp
Maryland
$238K -$34.6K -826 -13%
NRS
355
Neville Rodie & Shaw
New York
$238K – – –
AIP
356
Ameritas Investment Partners
Nebraska
$237K – – –
FTC
357
Farmers Trust Company
Ohio
$236K -$64K -1,528 -23%
APU
358
Alpine Partners USVI
U.S. Virgin Islands
$234K +$233K +5,572 New
HWA
359
Heritage Wealth Advisors
Virginia
$231K +$230K +5,500 New
BAM
360
Burnham Asset Management
New York
$228K – – –
HPC
361
HM Payson & Co
Maine
$227K – – –
OMCS
362
Old Mutual Customised Solutions
South Africa
$223K -$12.6K -300 -5%
WA
363
WBH Advisory
Maryland
$219K -$31.4K -750 -13%
SWP
364
Stratos Wealth Partners
Ohio
$217K +$217K +5,172 New
AP
365
Advisor Partners
California
$213K -$30K -716 -12%
CONA
366
Capital One National Association
New York
$210K – – –
CTC
367
Central Trust Company
Missouri
$210K – – –
Creative Planning
368
Creative Planning
Kansas
$210K +$16.7K +399 +9%
RHBC
369
R.H. Bluestein & Co
Michigan
$210K +$210K +5,000 New
WCM
370
Weik Capital Management
Pennsylvania
$206K -$260K -6,200 -56%
UBWV
371
United Bank (West Virginia)
West Virginia
$202K +$201K +4,800 New
MA
372
Montag & Associates
Georgia
$200K +$199K +4,761 New
EWM
373
Evercore Wealth Management
New York
$192K – – –
QI
374
QS Investors
New York
$182K – – –
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$164K +$39.7K +947 +32%