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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1526
Coastal Bridge Advisors
Connecticut
$211K – – –
JIC
1527
Joel Isaacson & Co
New York
$209K – – –
HCP
1528
Holt Capital Partners
Texas
$207K – – –
SQA
1529
Simon Quick Advisors
New Jersey
$205K -$64.5K -789 -23%
SGAM
1530
Steinberg Global Asset Management
Florida
$205K – – –
CAM
1531
ClariVest Asset Management
California
$203K -$5.56K -68 -3%
WSC
1532
Wellington Shields & Co
New York
$203K – – –
AssetMark Inc
1533
AssetMark Inc
California
$203K +$9.48K +116 +5%
EWA
1534
EP Wealth Advisors
California
$203K +$212K +2,598 New
VNA
1535
Valley National Advisers
Pennsylvania
$202K +$654 +8 +0.3%
FCCM
1536
First City Capital Management
Georgia
$201K – – –
PVWM
1537
Point View Wealth Management
New Jersey
$201K +$13.1K +160 +7%
BL
1538
Balentine LLC
Georgia
$198K +$11.5K +141 +6%
CPIG
1539
Chicago Partners Investment Group
Illinois
$195K – – –
BWM
1540
Baystate Wealth Management
Massachusetts
$191K +$42.5K +520 +28%
FMA
1541
FNY Managed Accounts
New York
$190K +$200K +2,440 New
PCA
1542
Peddock Capital Advisors
Massachusetts
$187K – – –
HCM
1543
Highlander Capital Management
New Jersey
$184K -$8.18K -100 -4%
SC
1544
Skylands Capital
Wisconsin
$179K – – –
CAW
1545
Cornerstone Advisors (Washington)
Washington
$176K -$1.8K -22 -1%
HA
1546
Harfst & Associates
Wyoming
$176K +$185K +2,260 New
LA
1547
Legacy Advisors
Pennsylvania
$175K – – –
WPA
1548
West Paces Advisors
Georgia
$173K -$8.83K -108 -5%
LBG
1549
Lloyds Banking Group
United Kingdom
$157K -$24.2K -296 -13%
FI
1550
FCM Investments
Texas
$156K – – –