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Name Holding Trade Value Shares
Change
Change in
Stake
IB
901
Intrust Bank
Kansas
$219K +$195K +4,914 New
CS
902
Comerica Securities
Michigan
$219K +$195K +4,920 New
PWM
903
ParenteBeard Wealth Management
Pennsylvania
$214K +$190K +4,800 New
CS
904
Credential Securities
$212K +$9.52K +240 +5%
VNA
905
VNBTrust National Association
Virginia
$212K +$189K +4,760 New
CYG
906
Clean Yield Group
Vermont
$211K +$187K +4,720 New
SIG
907
Sky Investment Group
Connecticut
$210K +$187K +4,708 New
MAM
908
Mizuho Asset Management
Japan
$209K +$45.2K +1,140 +32%
CL
909
CPWM LLC
Washington
$209K +$186K +4,680 New
HCM
910
Harvest Capital Management
New Hampshire
$209K +$186K +4,680 New
RWM
911
Raffa Wealth Management
District of Columbia
$206K +$1.03K +26 +0.6%
BFA
912
Bragg Financial Advisors
North Carolina
$206K +$183K +4,608 New
FIM
913
Freedom Investment Management
Connecticut
$201K -$63.3K -1,596 -26%
BPB
914
Badgley, Phelps & Bell
Washington
$201K +$179K +4,500 New
RNS
915
Robert N. Shapiro
$198K +$35.7K +900 +25%
ATC
916
Adirondack Trust Company
New York
$196K +$153K +3,860 +728%
GGPS
917
Gary Goldberg Planning Services
New York
$189K -$52.4K -1,320 -24%
CCS
918
Crosspoint Capital Strategies
California
$165K
WEC
919
Winslow Evans & Crocker
Massachusetts
$153K +$36.9K +930 +37%
WTB
920
Washington Trust Bank
Washington
$152K -$288K -7,252 -68%
CLM
921
ClearBridge LLC (Maryland)
Maryland
$144K
CIS
922
Capital International Sarl
California
$143K -$119K -3,000 -48%
CI Investments Inc
923
CI Investments Inc
Ontario, Canada
$134K +$119K +3,000 New
TDC
924
Thompson Davis & Co
Virginia
$124K +$110K +2,772 New
CG
925
Colony Group
Massachusetts
$123K