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Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
Saturna Capital
Washington
$433K
State Street
202
State Street
Massachusetts
$426K +$224K +3,421 +100%
RBC
203
Ronald Blue & Co
Georgia
$420K +$26.5K +405 +6%
MA
204
MUFG Americas
New York
$414K -$6.81K -104 -2%
BCMO
205
Buckingham Capital Management (Ohio)
Ohio
$400K -$93.7K -1,432 -18%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$383K -$157K -2,395 -28%
HSBC Holdings
207
HSBC Holdings
United Kingdom
$369K +$125K +1,904 +47%
NAM
208
Nichols Asset Management
Massachusetts
$368K
SRIM
209
Saratoga Research & Investment Management
California
$366K -$4.78K -73 -1%
Brown Advisory
210
Brown Advisory
Maryland
$363K -$83K -1,268 -18%
ICAS
211
Investors Capital Advisory Services
Massachusetts
$363K -$22.3K -341 -6%
NIT
212
NumerixS Investment Technologies
British Columbia, Canada
$362K +$380K +5,805 New
CONA
213
Capital One National Association
New York
$352K +$370K +5,649 New
FANJ
214
Financial Architects (New Jersey)
New Jersey
$351K +$369K +5,641 New
ABP
215
Arthur B. Page
$342K -$139K -2,125 -28%
LM
216
Lincluden Management
Ontario, Canada
$328K
KFC
217
Klingenstein Fields & Co
New York
$321K
FBT
218
First Bankers Trust
Kentucky
$319K
NFG
219
Next Financial Group
Texas
$316K -$5.89K -90 -2%
ST
220
Spot Trading
Illinois
$286K +$300K +4,579 +38,158%
EWM
221
Evercore Wealth Management
New York
$285K +$18.8K +287 +7%
Verition Fund Management
222
Verition Fund Management
Connecticut
$281K +$34.6K +529 +13%
RA
223
RFG Advisory
Alabama
$280K +$294K +4,495 New
FNBT
224
FineMark National Bank & Trust
Florida
$272K -$37.4K -572 -12%
GLRA
225
Gerald L. Ray & Associates
Texas
$268K