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Name Holding Trade Value Shares
Change
Change in
Stake
NAM
276
NorthCrest Asset Manangement
Minnesota
$573K – – –
BL
277
Balentine LLC
Georgia
$571K +$290K +4,015 +110%
PGFC
278
Peapack-Gladstone Financial Corp
New Jersey
$558K – – –
HI
279
Horizon Investments
North Carolina
$555K +$29.3K +406 +6%
IC
280
IEQ Capital
California
$555K +$29.4K +407 +6%
First Manhattan
281
First Manhattan
New York
$550K +$462K +6,400 +640%
WT
282
Washington Trust
Rhode Island
$544K -$1.66K -23 -0.3%
HSA
283
HBK Sorce Advisory
Pennsylvania
$527K – – –
CIM
284
Contravisory Investment Management
Massachusetts
$522K -$67.8K -939 -12%
PCS
285
Personal CFO Solutions
New Jersey
$518K -$175K -2,427 -26%
JAFL
286
Jay A. Fishman Ltd
Michigan
$517K – – –
KAS
287
Kestra Advisory Services
Texas
$512K -$41.4K -573 -8%
KeyBank National Association
288
KeyBank National Association
Ohio
$511K -$452K -6,254 -48%
HBT
289
Heartland Bank & Trust
Illinois
$504K +$23.2K +321 +5%
ANTB
290
AMG National Trust Bank
Colorado
$500K -$10.8K -150 -2%
CMS
291
Capital Market Strategies
Florida
$491K -$25.1K -347 -5%
CCMG
292
Clark Capital Management Group
Pennsylvania
$490K +$4.4K +61 +0.9%
TAM
293
Tocqueville Asset Management
New York
$486K – – –
KRSITF
294
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$484K +$50.3K +697 +12%
Cerity Partners
295
Cerity Partners
New York
$483K -$2.82K -39 -0.6%
HC
296
HNP Capital
New York
$461K – – –
VIA
297
Vident Investment Advisory
Georgia
$448K +$436K +6,045 New
V
298
Veritable
Delaware
$445K +$2.38K +33 +0.6%
MYIA
299
Mount Yale Investment Advisors
Colorado
$441K -$44.4K -615 -9%
BI
300
Blooom Inc
Kansas
$438K +$55.8K +773 +15%