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Name Holding Trade Value Shares
Change
Change in
Stake
BP
951
Ballentine Partners
Massachusetts
$833K +$109K +1,934 +15%
VDFA
952
Vickerman & Driscoll Financial Advisors
Washington
$831K +$819K +14,470 New
DT
953
Diversified Trust
Tennessee
$828K -$36.3K -641 -4%
GI
954
Glovista Investments
New Jersey
$826K +$11.3K +200 +1%
BHB
955
Bank Hapoalim BM
Israel
$825K -$154K -2,714 -16%
SFA
956
Sequoia Financial Advisors
Ohio
$822K +$43.9K +775 +6%
FBT
957
First Bankers Trust
Kentucky
$818K +$64.8K +1,145 +9%
WAM
958
Winslow Asset Management
Ohio
$817K -$33.7K -595 -4%
CCWA
959
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$814K -$7.3K -129 -0.9%
AWM
960
AE Wealth Management
Kansas
$812K +$18.1K +319 +2%
MC
961
Marcus Capital
Illinois
$804K -$1.07M -18,875 -57%
APA
962
American Portfolios Advisors
New York
$798K +$787K +13,903 New
FBFS
963
First Business Financial Services
Wisconsin
$798K +$115K +2,030 +17%
SC
964
Savant Capital
Illinois
$796K +$19.9K +352 +3%
JC
965
Joho Capital
New York
$795K
OFS
966
Orrstown Financial Services
Pennsylvania
$787K -$10.9K -193 -1%
CT
967
Coastline Trust
Rhode Island
$785K +$250K +4,410 +48%
VHAM
968
Van Hulzen Asset Management
California
$784K -$812K -14,341 -51%
WPW
969
Waldron Private Wealth
Pennsylvania
$783K +$10.1K +178 +1%
WSCM
970
Wellington Shields Capital Management
New York
$782K +$300K +5,300 +64%
EHWM
971
Eads & Heald Wealth Management
Georgia
$779K +$26.9K +476 +4%
YP
972
Yellowstone Partners
Idaho
$772K +$1.36K +24 +0.2%
IAM
973
Impax Asset Management
New Hampshire
$766K +$754K +13,331 New
SWM
974
SeaCrest Wealth Management
New York
$762K +$751K +13,263 New
BCM
975
Brookmont Capital Management
Texas
$761K -$108K -1,907 -13%