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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
151
Raymond James Trust
Florida
$2.06M +$560K +13,945 +35%
WI
152
WrapManager Inc
California
$2.03M +$754K +18,783 +55%
Kayne Anderson Rudnick Investment Management
153
Kayne Anderson Rudnick Investment Management
California
$1.96M -$11.5K -286 -0.6%
BA
154
BlackRock Advisors
Delaware
$1.96M
CRIG
155
Charter Research & Investment Group
Connecticut
$1.91M
RG
156
Rikoon Group
New Mexico
$1.88M +$1.98M +49,230 New
Barclays
157
Barclays
United Kingdom
$1.83M -$379K -9,437 -16%
CCMINC
158
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.79M +$67.9K +1,691 +4%
PTC
159
Philadelphia Trust Company
Pennsylvania
$1.75M +$1.84M +45,800 New
AAIM
160
American Assets Investment Management
California
$1.72M
Creative Planning
161
Creative Planning
Kansas
$1.71M +$883K +22,006 +97%
SBAM
162
Santa Barbara Asset Management
California
$1.65M
CC
163
Courier Capital
New York
$1.63M +$4.45K +111 +0.3%
CNFG
164
Creegan & Nassoura Financial Group
New Hampshire
$1.61M -$12K -300 -0.7%
KFP
165
Keystone Financial Planning
Ohio
$1.6M +$42.6K +1,061 +3%
BF
166
BOK Financial
Oklahoma
$1.58M +$650K +16,193 +64%
EA
167
Emerald Acquisition
Washington
$1.54M -$1.83M -45,503 -53%
PA
168
Pinnacle Associates
New York
$1.53M +$139K +3,455 +9%
AC
169
Amici Capital
New York
$1.53M -$5.65M -140,865 -78%
BFEC
170
Benjamin F. Edwards & Company
Missouri
$1.53M -$32.1K -800 -2%
PMG
171
ProVise Management Group
Florida
$1.53M -$148K -3,684 -8%
UCFA
172
United Capital Financial Advisors
Texas
$1.51M -$149K -3,724 -9%
ANI
173
American National Insurance
Texas
$1.5M
Geode Capital Management
174
Geode Capital Management
Massachusetts
$1.5M -$405K -10,097 -20%
LPL Financial
175
LPL Financial
California
$1.5M +$378K +9,408 +32%