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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
401
Guidant Wealth Advisors
Illinois
$22K – – –
KF
402
Krilogy Financial
Missouri
$22K – – –
MFW
403
Mosaic Family Wealth
Missouri
$20K – – –
MA
404
MUFG Americas
New York
$19K -$2.49K -100 -12%
GLI
405
Guardian Life Insurance
New York
$18K -$13K -520 -42%
QAM
406
QCI Asset Management
New York
$18K -$2.49K -100 -13%
FPFS
407
First Personal Financial Services
North Carolina
$18K – – –
JCM
408
Jacobi Capital Management
Pennsylvania
$18K – – –
GAM
409
Gemmer Asset Management
California
$13K -$2.47K -99 -16%
LNB
410
Ledyard National Bank
$13K – – –
NSIM
411
North Star Investment Management
Illinois
$13K – – –
PCTC
412
Perkins Coie Trust Company
Washington
$13K – – –
EA
413
Edge Advisors
Georgia
$12K – – –
FC
414
Ferris Capital
Massachusetts
$12K +$11.5K +463 New
BC
415
Bartlett & Co
Ohio
$10K – – –
CHC
416
City Holding Co
West Virginia
$10K – – –
WT
417
Whittier Trust
California
$10K – – –
PCP
418
Proficio Capital Partners
Massachusetts
$10K +$2.07K +83 +29%
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$9.43K – – –
IUHSA
420
Itau Unibanco Holding S.A.
Brazil
$9K -$13.5K -540 -60%
RFA
421
Reilly Financial Advisors
California
$9K – – –
AIS
422
Accurate Investment Solutions
Pennsylvania
$9K +$8.82K +354 New
AIM
423
Anchor Investment Management
South Carolina
$8.93K – – –
DSI
424
Daiwa SB Investments
Japan
$8K – – –
IP
425
Isthmus Partners
Wisconsin
$8K – – –