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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
151
Advisors Asset Management
Colorado
$743K +$79.4K +1,923 +13%
BSAM
152
Blue Square Asset Management
New York
$730K +$171K +4,143 +33%
4WM
153
44 Wealth Management
Oregon
$729K +$685K +16,586 New
HC
154
Henshaw Capital
Massachusetts
$729K +$122K +2,961 +22%
SEI Investments
155
SEI Investments
Pennsylvania
$705K +$28.2K +684 +4%
HDIM
156
Hanson & Doremus Investment Management
Vermont
$704K +$485K +11,750 +275%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$702K +$47.9K +1,159 +8%
FB
158
Fulton Bank
Pennsylvania
$696K -$49K -1,188 -7%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$657K -$96.7K -2,341 -14%
SSB
160
Sandy Spring Bank
Maryland
$639K -$28.1K -680 -4%
S
161
SignatureFD
Georgia
$617K +$35.7K +864 +7%
Mitsubishi UFJ Asset Management
162
Mitsubishi UFJ Asset Management
Japan
$609K +$168K +4,071 +42%
PCG
163
Private Capital Group
Connecticut
$590K +$106K +2,576 +24%
FLPIM
164
F.L. Putnam Investment Management
Massachusetts
$587K -$44.6K -1,080 -7%
American Century Companies
165
American Century Companies
Missouri
$581K -$60.5K -1,466 -10%
9WM
166
9258 Wealth Management
Ohio
$578K +$22.1K +536 +4%
IWA
167
Intercontinental Wealth Advisors
Texas
$570K +$92.6K +2,243 +21%
MNBTD
168
Moody National Bank Trust Division
Texas
$569K +$7.1K +172 +1%
CS
169
Comerica Securities
Michigan
$567K +$5.08K +123 +1%
RC
170
RegentAtlantic Capital
New Jersey
$563K -$74.8K -1,812 -12%
EI
171
Ethic Inc
New York
$562K -$21K -509 -4%
AWM
172
Altium Wealth Management
New York
$561K +$29.7K +719 +6%
JWBC
173
John W. Bristol & Co
New York
$553K
CL
174
Choreo LLC
Illinois
$550K
SFS
175
Sowell Financial Services
Arkansas
$544K +$76.2K +1,846 +18%