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Name Holding Trade Value Shares
Change
Change in
Stake
SBL
626
Sargent Bickham Lagudis
Colorado
$141K -$23.4K -93 -14%
WT
627
Whittier Trust
California
$141K +$2.51K +10 +2%
CTC
628
Central Trust Company
Missouri
$133K – – –
TL
629
TrueWealth LLC
Georgia
$131K +$134K +533 New
VNA
630
Valley National Advisers
Pennsylvania
$128K – – –
SFSIG
631
San Francisco Sentry Investment Group
California
$125K +$50.2K +200 +65%
AIS
632
Accurate Investment Solutions
Pennsylvania
$123K – – –
SM
633
SG3 Management
Puerto Rico
$123K +$126K +500 New
AIC
634
Ameritas Investment Company
Nebraska
$113K -$341K -1,358 -75%
CLOS
635
Compagnie Lombard Odier SCmA
Switzerland
$112K – – –
CFD
636
Creative Financial Designs
Indiana
$109K +$502 +2 +0.4%
GLI
637
Guardian Life Insurance
New York
$108K +$1.76K +7 +2%
RWA
638
Ropes Wealth Advisors
Massachusetts
$104K – – –
SCM
639
Silvant Capital Management
Georgia
$102K -$22.9K -91 -18%
Marshall Wace
640
Marshall Wace
United Kingdom
$102K +$105K +417 New
TFA
641
Toth Financial Advisory
Virginia
$98K – – –
EW
642
Evoke Wealth
California
$94.1K +$96.2K +383 New
HPC
643
HM Payson & Co
Maine
$92K – – –
HRC
644
Hoertkorn Richard Charles
$88K – – –
PVH
645
Psagot Value Holdings
Israel
$88K – – –
MCM
646
Manchester Capital Management
Vermont
$86K – – –
CIA
647
CSat Investment Advisory
Michigan
$86K +$13.8K +55 +18%
HDIM
648
Hanson & Doremus Investment Management
Vermont
$83K – – –
BFC
649
Bedel Financial Consulting
Indiana
$76K – – –
APA
650
American Portfolios Advisors
New York
$75.3K – – –