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Name Holding Trade Value Shares
Change
Change in
Stake
FDCC
1226
Foster Dykema Cabot & Co
Massachusetts
$390K +$393K +8,795 New
TSWM
1227
Triangle Securities Wealth Management
North Carolina
$390K +$393K +8,795 New
DMC
1228
Drexel Morgan & Co
Pennsylvania
$388K +$391K +8,751 New
AEPG
1229
American Economic Planning Group
New Jersey
$388K +$391K +8,755 New
RCM
1230
Reynolds Capital Management
Nevada
$386K +$388K +8,698 New
PFS
1231
Prospera Financial Services
Texas
$384K +$389K +8,699 New
ST
1232
Sabal Trust
Florida
$383K +$386K +8,647 New
FM
1233
Foster & Motley
Ohio
$381K +$384K +8,587 New
KFS
1234
KMS Financial Services
Washington
$379K +$382K +8,562 New
N
1235
Natixis
France
$374K +$376K +8,420 New
KIG
1236
Kovitz Investment Group
Illinois
$373K +$376K +8,414 New
GCT
1237
Galaxy Capital Trading
British Virgin Islands
$367K +$370K +8,279 New
TCM
1238
Telos Capital Management
California
$363K +$366K +8,196 New
AP
1239
Atwood & Palmer
Missouri
$362K +$364K +8,160 New
JIC
1240
Joel Isaacson & Co
New York
$362K +$365K +8,163 New
HH
1241
Hilltop Holdings
Texas
$361K +$365K +8,163 New
SC
1242
Savant Capital
Illinois
$358K +$361K +8,079 New
MA
1243
MCF Advisors
Kentucky
$357K +$294K +6,581 New
PFPT
1244
Pinnacle Financial Partners (Tennessee)
Tennessee
$357K +$360K +8,058 New
DIA
1245
Dean Investment Associates
Ohio
$356K +$359K +8,031 New
FMC
1246
First Merchants Corp
Indiana
$353K +$356K +7,965 New
LG
1247
Laidlaw Group
New York
$353K +$356K +7,970 New
TIM
1248
Tortoise Investment Management
New York
$351K +$353K +7,914 New
ZAM
1249
Zevin Asset Management
Massachusetts
$350K +$353K +7,902 New
MAM
1250
Marquette Asset Management
Minnesota
$346K +$348K +7,796 New