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Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
401
First Allied Advisory Services
California
$209K +$207K +1,307 New
AP
402
Advisor Partners
California
$207K +$204K +1,287 New
TCOV
403
Trust Company of Vermont
Vermont
$204K -$4.75K -30 -2%
SCCM
404
Schafer Cullen Capital Management
New York
$204K +$201K +1,270 New
AW
405
Alpha Windward
Massachusetts
$187K +$3.96K +25 +2%
GIS
406
Guardian Investor Services
New York
$186K -$2.38K -15 -1%
BRWA
407
B. Riley Wealth Advisors
Florida
$184K -$20.1K -127 -10%
IRS
408
Invictus RG (Singapore)
Singapore
$182K +$179K +1,133 New
FNBT
409
FineMark National Bank & Trust
Florida
$181K +$20.6K +130 +13%
OA
410
OFI Advisors
Pennsylvania
$155K -$8.87K -56 -5%
HNB
411
Huntington National Bank
Ohio
$143K +$3.17K +20 +2%
Envestnet Asset Management
412
Envestnet Asset Management
Illinois
$139K +$27.9K +176 +25%
RNS
413
Robert N. Shapiro
$138K +$33.3K +210 +32%
WIL
414
Winifred I. Li
$128K – – –
RFA
415
Reilly Financial Advisors
California
$118K +$158 +1 +0.1%
Jones Financial Companies
416
Jones Financial Companies
Missouri
$117K – – –
WA
417
WFG Advisors
Texas
$113K -$6.65K -42 -6%
CTC
418
Central Trust Company
Missouri
$113K – – –
BAM
419
Barrett Asset Management
New York
$104K – – –
1IC
420
1919 Investment Counsel
Maryland
$96K -$22.2K -140 -19%
SNT
421
Security National Trust
West Virginia
$93K – – –
Fuller & Thaler Asset Management
422
Fuller & Thaler Asset Management
California
$88K -$95K -600 -52%
PSUF
423
People's United Financial
Connecticut
$81K +$119K +750 +195%
WCM
424
Windsor Capital Management
Arizona
$80K – – –
Citadel Advisors
425
Citadel Advisors
Florida
$74K -$686K -4,329 -90%