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Name Holding Trade Value Shares
Change
Change in
Stake
GD
851
Grandfield & Dodd
New York
$1.01M +$953K +9,937 New
BA
852
Boston Advisors
Massachusetts
$1.01M -$1.92K -20 -0.2%
SC
853
Saturna Capital
Washington
$1M -$3.93K -41 -0.4%
RC
854
RegentAtlantic Capital
New Jersey
$1M
Fayez Sarofim & Co
855
Fayez Sarofim & Co
Texas
$996K
SNT
856
Security National Trust
West Virginia
$996K +$191K +1,995 +26%
CWM
857
Concert Wealth Management
California
$982K -$38.9K -406 -4%
WP
858
WMS Partners
Maryland
$978K +$47.9K +500 +5%
ST
859
Smithfield Trust
Pennsylvania
$975K +$48.4K +505 +6%
PAMG
860
Patton Albertson Miller Group
Tennessee
$971K +$71.1K +742 +8%
HAG
861
HighPoint Advisor Group
Illinois
$969K -$79.1K -825 -8%
GS
862
GAM Systematic
United Kingdom
$968K +$912K +9,509 New
BFEC
863
Benjamin F. Edwards & Company
Missouri
$967K +$584K +6,092 +179%
RCAG
864
Rehmann Capital Advisory Group
Michigan
$962K -$138K -1,444 -13%
MAM
865
Mizuho Asset Management
Japan
$959K -$343K -3,580 -28%
NCMW
866
Northern Capital Management (Wisconsin)
Wisconsin
$954K
UR
867
USCA RIA
Texas
$942K -$60.4K -630 -6%
DAS
868
Dynamic Advisor Solutions
Arizona
$942K -$18.7K -195 -2%
AP
869
Appleton Partners
Massachusetts
$940K +$314K +3,275 +55%
TF
870
Tompkins Financial
New York
$936K -$132K -1,379 -13%
CEP
871
Chicago Equity Partners
Illinois
$933K +$879K +9,165 New
BFA
872
Bragg Financial Advisors
North Carolina
$929K -$14.4K -150 -2%
CCA
873
Checchi Capital Advisers
California
$925K -$52.4K -546 -6%
TC
874
Trust Company
Kansas
$915K -$2.02M -21,067 -70%
CT
875
Coastline Trust
Rhode Island
$913K +$121K +1,260 +16%