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Name Holding Trade Value Shares
Change
Change in
Stake
CB
301
Commerce Bank
Missouri
$345K +$90.3K +3,501 +35%
BDF
302
Balasa Dinverno & Foltz
$337K -$115K -4,461 -25%
HFP
303
Holistic Financial Partners
Indiana
$337K +$2.58K +100 +0.8%
SCM
304
Schnieders Capital Management
California
$335K +$155 +6 +0%
Brown Advisory
305
Brown Advisory
Maryland
$333K +$9.31K +361 +3%
PP
306
Paloma Partners
Connecticut
$331K +$337K +13,068 New
JMPWA
307
JP Morgan Private Wealth Advisors
California
$323K -$31.9K -1,235 -9%
CBT
308
Capital Bank & Trust
California
$317K – – –
AIM
309
Axiom Investment Management
New York
$316K +$322K +12,482 New
HNB
310
Huntington National Bank
Ohio
$312K -$92.7K -3,593 -23%
PAG
311
Private Advisor Group
New Jersey
$311K +$27.6K +1,069 +10%
JIC
312
Johnson Investment Counsel
Ohio
$308K +$12.9K +501 +4%
LK
313
Lumbard & Kellner
New Hampshire
$304K – – –
SEC
314
Seven Eight Capital
New York
$299K +$304K +11,782 New
QAM
315
Quantres Asset Management
Cayman Islands
$297K -$335K -13,000 -53%
EM
316
ELCO Management
New York
$294K – – –
MCWS
317
McKinley Carter Wealth Services
West Virginia
$293K – – –
GT
318
Glenmede Trust
Pennsylvania
$288K -$140K -5,421 -32%
BTS
319
BB&T Securities
Virginia
$281K +$286K +11,101 New
V
320
Veritable
Delaware
$279K +$21.7K +842 +8%
IAA
321
Independent Advisor Alliance
North Carolina
$274K +$279K +10,824 New
RCA
322
Rowland Carmichael Advisors
Arizona
$273K – – –
SFG
323
StrategIQ Financial Group
Indiana
$271K -$2.06K -80 -0.7%
CI
324
Cigna Investments
Connecticut
$266K +$1.94K +75 +0.7%
WB
325
WesBanco Bank
West Virginia
$265K – – –