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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
476
HM Payson & Co
Maine
$215K – – –
FNBOO
477
First National Bank of Omaha
Nebraska
$214K +$20.1K +400 +10%
PIM
478
Penobscot Investment Management
Massachusetts
$212K – – –
PFSC
479
Peoples Financial Services Corp
Pennsylvania
$212K +$25.1K +500 +14%
TU
480
TDAM USA
Ontario, Canada
$212K +$210K +4,189 New
SC
481
Savant Capital
Illinois
$209K – – –
YMRC
482
Yorktown Management & Research Company
Virginia
$207K – – –
AA
483
Apriem Advisors
California
$205K -$5.02K -100 -2%
AI
484
ArchPoint Investors
Florida
$205K – – –
SWM
485
Segment Wealth Management
Texas
$203K – – –
NFC
486
Northeast Financial Consultants
Connecticut
$203K +$201K +4,010 New
DWA
487
Douglass Winthrop Advisors
New York
$202K -$20.1K -400 -9%
BPCE
488
Bank Pictet & Cie (Europe)
Germany
$202K – – –
FCI
489
Financial Counselors Inc
Kansas
$201K -$16.5K -328 -8%
SC
490
Saturna Capital
Washington
$192K -$12.6M -250,650 -99%
M&T Bank
491
M&T Bank
New York
$182K – – –
FCCM
492
First City Capital Management
Georgia
$182K +$181K +3,600 New
First Manhattan
493
First Manhattan
New York
$173K – – –
PAS
494
Partnervest Advisory Services
California
$173K +$2.16K +43 +1%
TSW
495
Thompson Siegel & Walmsley
Virginia
$167K – – –
KT
496
Kanaly Trust
Texas
$166K +$4.42K +88 +3%
Cohen & Steers
497
Cohen & Steers
New York
$162K +$50.2K +1,000 +45%
BBHC
498
Brown Brothers Harriman & Co
New York
$153K -$131K -2,607 -46%
HR
499
Howe & Rusling
New York
$145K – – –
PP
500
Palladium Partners
Virginia
$144K -$120K -2,400 -46%