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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1601
Montecito Bank & Trust
California
$347K +$7.98K +100 +3%
Aristotle Capital Management
1602
Aristotle Capital Management
California
$345K -$7.42K -93 -2%
AFM
1603
Abbot Financial Management
Massachusetts
$344K
TIP
1604
Torray Investment Partners
Maryland
$344K
BCA
1605
Berman Capital Advisors
Georgia
$340K -$8.69K -109 -3%
HIMC
1606
Heritage Investors Management Corp
Maryland
$340K
AOWM
1607
Alpha Omega Wealth Management
Virginia
$339K +$22.8K +286 +8%
DTC
1608
Davidson Trust Company
Washington
$334K
EB
1609
Eastern Bank
Massachusetts
$334K
LDFR
1610
Lehman & Derafelo Financial Resources
Pennsylvania
$333K
NRS
1611
Neville Rodie & Shaw
New York
$333K +$7.98K +100 +3%
CFSG
1612
Community Financial Services Group
Vermont
$332K +$308K +3,865 New
HIIFS
1613
Harel Insurance Investments & Financial Services
Israel
$331K -$77.6K -973 -20%
DIA
1614
Dana Investment Advisors
Wisconsin
$331K
NFG
1615
NewFocus Financial Group
Washington
$330K -$10.5K -132 -3%
CFS
1616
CRA Financial Services
New Jersey
$330K -$2.39K -30 -0.8%
DWM
1617
Destination Wealth Management
California
$329K +$72.6K +910 +31%
OC
1618
Oakworth Capital
Alabama
$328K
ZB
1619
Zions Bancorporation
Utah
$328K +$3.03K +38 +1%
CL
1620
CIM LLC
New York
$328K +$288K +3,616 New
CBFP
1621
Cedar Brook Financial Partners
Ohio
$327K -$34.4K -431 -10%
GA
1622
Geller Advisors
New York
$327K -$22.7K -284 -7%
HCP
1623
Holt Capital Partners
Texas
$326K +$79.8K +1,000 +36%
FWM
1624
Fairhaven Wealth Management
Illinois
$325K +$3.19K +40 +1%
DWM
1625
Darwin Wealth Management
Florida
$323K -$541K -6,777 -64%