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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
176
Johnson Investment Counsel
Ohio
$291K -$107K -800 -25%
GC
177
Guggenheim Capital
Illinois
$286K -$70.2K -526 -18%
PWPS
178
Pinnacle Wealth Planning Services
Ohio
$276K +$109K +820 +55%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$264K +$1.74K +13 +0.6%
FSA
180
Fort Sheridan Advisors
Illinois
$257K +$41.4K +310 +17%
ATIA
181
American Trust Investment Advisors
New Hampshire
$252K
PVWM
182
Point View Wealth Management
New Jersey
$252K
AWM
183
Altium Wealth Management
New York
$251K +$279K +2,092 New
CB
184
Commerce Bank
Missouri
$250K +$52.9K +396 +23%
CAG
185
Csenge Advisory Group
Florida
$249K +$277K +2,073 New
RhumbLine Advisers
186
RhumbLine Advisers
Massachusetts
$246K +$26.6K +199 +11%
VFA
187
Voya Financial Advisors
Connecticut
$243K -$17.4K -130 -6%
SC
188
Saturna Capital
Washington
$241K -$1.31M -9,833 -83%
CHAM
189
Clear Harbor Asset Management
Connecticut
$240K
SFA
190
Sequoia Financial Advisors
Ohio
$237K +$264K +1,978 New
BTW
191
Boston Trust Walden
Massachusetts
$232K -$194K -1,450 -43%
IFWM
192
Institute for Wealth Management
Colorado
$232K -$48.7K -365 -16%
HC
193
Hourglass Capital
Texas
$228K
WS
194
Wedbush Securities
California
$226K +$13.3K +100 +6%
PA
195
Pinnacle Associates
New York
$223K -$3.34K -25 -1%
CAW
196
Cornerstone Advisors (Washington)
Washington
$218K +$72.4K +542 +43%
HNB
197
Huntington National Bank
Ohio
$217K -$2.67K -20 -1%
FHA
198
First Horizon Advisors
Tennessee
$212K +$14K +105 +6%
BOS
199
Bingham Osborn & Scarborough
California
$211K -$934 -7 -0.4%
HJIM
200
Henry James International Management
New York
$211K