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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1426
RegentAtlantic Capital
New Jersey
$350K +$41.6K +517 +13%
UBWV
1427
United Bank (West Virginia)
West Virginia
$349K +$8.84K +110 +3%
BO
1428
BRR OpCo
Ohio
$348K -$17.2K -214 -5%
LBG
1429
Lloyds Banking Group
United Kingdom
$344K -$21.4K -266 -6%
HHGA
1430
Halbert Hargrove Global Advisors
California
$344K +$3.3K +41 +0.9%
HTC
1431
Haverford Trust Company
Pennsylvania
$344K +$8.36K +104 +2%
GI
1432
Glovista Investments
New Jersey
$342K +$161 +2 +0%
CA
1433
Cornerstone Advisory
Maryland
$340K +$32K +398 +10%
GG
1434
Gofen & Glossberg
Illinois
$339K -$27.8K -346 -7%
PCA
1435
Personal Capital Advisors
California
$339K -$8.52K -106 -2%
BW
1436
Bison Wealth
Georgia
$339K +$32.5K +404 +10%
KFS
1437
Kissinger Financial Services
Maryland
$338K +$98.7K +1,228 +39%
MIM
1438
Marco Investment Management
Georgia
$335K – – –
KB
1439
Kimelman & Baird
New York
$335K +$345K +4,297 New
GIP
1440
Greatmark Investment Partners
Georgia
$332K – – –
WDA
1441
Wendell David Associates
New Hampshire
$332K – – –
AWA
1442
Arete Wealth Advisors
Illinois
$327K +$17.3K +215 +5%
CRCP
1443
Copper Rock Capital Partners
Massachusetts
$324K -$48.3K -601 -13%
LWAC
1444
Laurel Wealth Advisors (California)
California
$323K -$128K -1,594 -28%
LBC
1445
Lowe Brockenbrough & Co
Virginia
$323K – – –
CM
1446
Crestline Management
Texas
$321K +$331K +4,111 New
SIM
1447
SSI Investment Management
California
$320K -$402 -5 -0.1%
CWM
1448
Circle Wealth Management
New Jersey
$317K +$326K +4,059 New
JIC
1449
Joel Isaacson & Co
New York
$316K -$5.47K -68 -2%
VC
1450
Vicus Capital
Pennsylvania
$314K +$86K +1,070 +36%
56 57
58
59 60