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Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$2.98M +$64.8K +1,256 +2%
LK
152
Lumbard & Kellner
New Hampshire
$2.94M +$2.83M +54,765 New
ISL
153
Ingalls & Snyder LLC
New York
$2.88M +$1.88M +36,400 +212%
CAM
154
Capstone Asset Management
Texas
$2.87M +$199K +3,860 +8%
WSTAM
155
Wilbanks Smith & Thomas Asset Management
Virginia
$2.86M +$97K +1,879 +4%
MCM
156
McMillion Capital Management
North Carolina
$2.82M -$299K -5,800 -10%
SC
157
Saturna Capital
Washington
$2.81M +$25.8K +500 +1%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$2.72M -$430K -8,333 -14%
KeyBank National Association
159
KeyBank National Association
Ohio
$2.72M +$25K +484 +1%
TG
160
TCW Group
California
$2.69M
CAM
161
Cypress Asset Management
Texas
$2.56M
Kayne Anderson Rudnick Investment Management
162
Kayne Anderson Rudnick Investment Management
California
$2.56M +$185K +3,587 +8%
PSI
163
Pinnacle Summer Investments
Virginia
$2.55M +$422K +8,174 +21%
RMAM
164
Raab & Moskowitz Asset Management
New Jersey
$2.55M +$2.45M +47,520 New
CC
165
Courier Capital
New York
$2.54M -$47.5K -920 -2%
LM
166
Lincluden Management
Ontario, Canada
$2.53M +$188K +3,635 +8%
PIM
167
Penobscot Investment Management
Massachusetts
$2.51M +$17K +330 +0.7%
AssetMark Inc
168
AssetMark Inc
California
$2.49M -$215K -4,169 -8%
GC
169
Guggenheim Capital
Illinois
$2.43M -$7.05M -136,633 -75%
AAIM
170
American Assets Investment Management
California
$2.41M
WPIC
171
White Pine Investment Company
Michigan
$2.41M +$19.5K +377 +0.8%
BG
172
BlackRock Group
United Kingdom
$2.27M
PMG
173
ProVise Management Group
Florida
$2.26M -$16.8K -325 -0.8%
SSWM
174
Smith Salley Wealth Management
North Carolina
$2.17M +$2.08M +40,372 New
William Blair & Company
175
William Blair & Company
Illinois
$2.14M -$323K -6,257 -14%