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Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
101
JP Morgan Private Wealth Advisors
California
$1.03M +$47.3K +1,478 +5%
LPL Financial
102
LPL Financial
California
$1.01M -$110K -3,447 -10%
MIS
103
Morningstar Investment Services
Illinois
$983K +$28.8K +902 +3%
RFC
104
Regions Financial Corp
Alabama
$979K -$38K -1,188 -4%
RC
105
RegentAtlantic Capital
New Jersey
$962K -$1.28K -40 -0.1%
LCM
106
Logan Capital Management
Pennsylvania
$956K +$6.07K +190 +0.7%
SSB
107
Sandy Spring Bank
Maryland
$940K -$164K -5,144 -15%
Mirae Asset Global Investments
108
Mirae Asset Global Investments
South Korea
$933K -$299K -9,366 -25%
Dodge & Cox
109
Dodge & Cox
California
$917K -$20.2K -632 -2%
MC
110
Moors & Cabot
Massachusetts
$902K -$17.9K -560 -2%
SCA
111
Snowden Capital Advisors
New York
$871K +$849K +26,555 New
Bank of New York Mellon
112
Bank of New York Mellon
New York
$864K +$429K +13,428 +104%
SCCM
113
Schafer Cullen Capital Management
New York
$851K -$59.7K -1,866 -7%
RHBC
114
R.H. Bluestein & Co
Michigan
$845K -$18.6K -582 -2%
BMC
115
Benin Management Corp
Connecticut
$845K +$403K +12,592 +96%
VWM
116
Venturi Wealth Management
Texas
$842K +$72.7K +2,275 +10%
OC
117
Oppenheimer & Co
New York
$825K -$527K -16,483 -40%
KWA
118
KCS Wealth Advisory
California
$823K -$31.6K -990 -4%
Invesco
119
Invesco
Georgia
$821K -$32.3K -1,011 -4%
CL
120
Choreo LLC
Illinois
$815K +$11.2K +349 +1%
LNWWM
121
Laird Norton Wetherby Wealth Management
California
$811K -$18.3K -571 -2%
Franklin Resources
122
Franklin Resources
California
$807K -$17.7K -555 -2%
RG
123
Rikoon Group
New Mexico
$786K +$110K +3,428 +17%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$781K -$136K -4,260 -15%
CAM
125
Cidel Asset Management
Ontario, Canada
$752K +$2.56K +80 +0.4%