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Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
201
LPL Financial
California
$648K +$599K +4,715 New
RB
202
Rodgers Brothers
Pennsylvania
$637K +$25.4K +200 +4%
B
203
Barings
North Carolina
$634K
FTIOP
204
Fiduciary Trust International of Pennsylvania
Pennsylvania
$628K -$12.1K -95 -2%
BOTW
205
Bank of the West
California
$596K -$9.65K -76 -2%
FIM
206
Freedom Investment Management
Connecticut
$588K +$176K +1,389 +47%
DWT
207
Dorsey & Whitney Trust
South Dakota
$574K -$390K -3,071 -42%
DSC
208
Duncker Streett & Co
Missouri
$573K
CAM
209
Capstone Asset Management
Texas
$566K -$32.1K -253 -6%
SG Americas Securities
210
SG Americas Securities
New York
$561K +$313K +2,462 +146%
PP
211
Prudential plc
United Kingdom
$560K
M&T Bank
212
M&T Bank
New York
$560K +$31.8K +250 +6%
LIM
213
Leavell Investment Management
Alabama
$542K
SCM
214
Shelton Capital Management
Colorado
$537K
William Blair & Company
215
William Blair & Company
Illinois
$521K
Canada Life
216
Canada Life
Manitoba, Canada
$485K +$49K +386 +12%
JMPWA
217
JP Morgan Private Wealth Advisors
California
$476K
EWM
218
Evercore Wealth Management
New York
$474K -$88.9K -700 -17%
RC
219
RegentAtlantic Capital
New Jersey
$471K -$22.9K -180 -5%
KAM
220
Keeley Asset Management
Illinois
$429K
HSBC Holdings
221
HSBC Holdings
United Kingdom
$426K -$76.9K -605 -16%
V
222
Veritable
Delaware
$425K +$398K +3,136 New
SYBT
223
Stock Yards Bank & Trust
Kentucky
$406K
FMT
224
First Mercantile Trust
Tennessee
$394K
FT
225
Fiduciary Trust
Massachusetts
$393K -$31.8K -250 -8%