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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
KT
151
Kanaly Trust
Texas
$24K
MFS
152
MSI Financial Services
Massachusetts
$23K +$10.4K +125 +78%
CF
153
CenterStar Fund
Illinois
$22K
KTC
154
Kistler-Tiffany Companies
Pennsylvania
$22K
HPBT
155
High Point Bank & Trust
North Carolina
$21K
LNB
156
Ledyard National Bank
$20K
BBHC
157
Brown Brothers Harriman & Co
New York
$19K +$19.9K +238 New
VCM
158
Versant Capital Management
Arizona
$18K -$919 -11 -5%
CCA
159
Checchi Capital Advisers
California
$17K +$1.59K +19 +10%
Fuller & Thaler Asset Management
160
Fuller & Thaler Asset Management
California
$16K
WAM
161
Wealthspire Advisors (Maryland)
Maryland
$16K
AIM
162
Acrospire Investment Management
Illinois
$15K -$25.1K -300 -62%
PCM
163
Penserra Capital Management
California
$11K +$4.76K +57 +73%
IA
164
IFP Advisors
Florida
$11K +$6.35K +76 +141%
AIM
165
Advantage Investment Management
Iowa
$8K
EWM
166
Evercore Wealth Management
New York
$6K
Creative Planning
167
Creative Planning
Kansas
$5K -$12.7K -152 -70%
DSC
168
Duncker Streett & Co
Missouri
$5K
Simplex Trading
169
Simplex Trading
Illinois
$5K
CHC
170
City Holding Co
West Virginia
$5K +$5.18K +62 New
FMP
171
Financial Management Professionals
Texas
$5K +$5.35K +64 New
NFG
172
Next Financial Group
Texas
$4K
PCP
173
Proficio Capital Partners
Massachusetts
$4K
BFEC
174
Benjamin F. Edwards & Company
Missouri
$3K +$585 +7 +25%
QI
175
QS Investors
New York
$1K