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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
676
Buckingham Strategic Wealth
Missouri
$260K -$121K -1,679 -31%
LOAMS
677
Lombard Odier Asset Management (Switzerland)
Switzerland
$260K +$269K +3,719 New
LOAME
678
Lombard Odier Asset Management (Europe)
United Kingdom
$256K -$44K -608 -14%
BRM
679
Boston Research & Management
Massachusetts
$256K
KIA
680
KCM Investment Advisors
California
$256K +$29.2K +404 +12%
TNB
681
Thomasville National Bank
Georgia
$255K +$13K +180 +5%
CONA
682
Capital One National Association
New York
$253K
AIA
683
Avalon Investment & Advisory
Texas
$252K -$92.1K -1,274 -26%
CCG
684
Cypress Capital Group
Florida
$250K +$259K +3,584 New
PCA
685
Personal Capital Advisors
California
$249K -$149K -2,066 -37%
WT
686
Washington Trust
Rhode Island
$245K
Mackenzie Financial
687
Mackenzie Financial
Ontario, Canada
$240K +$249K +3,437 New
FCAG
688
First Capital Advisors Group
New Jersey
$238K +$10.1K +139 +4%
CA
689
Cullinan Associates
Kentucky
$237K -$4.62M -63,909 -95%
IAA
690
Independent Advisor Alliance
North Carolina
$237K -$67K -927 -21%
CHAM
691
Clear Harbor Asset Management
Connecticut
$236K -$1.46M -20,173 -86%
ZB
692
Zions Bancorporation
Utah
$235K -$36.8K -509 -13%
SAM
693
Silvercrest Asset Management
New York
$233K -$20.4K -282 -8%
IP
694
Investment Partners
Ohio
$233K +$26.3K +364 +12%
RAM
695
Roanoke Asset Management
New Jersey
$232K +$241K +3,329 New
BEAM
696
Baker Ellis Asset Management
Washington
$230K
WRM
697
Weybosset Research & Management
Rhode Island
$230K +$15.3K +212 +7%
DWT
698
Dorsey & Whitney Trust
South Dakota
$229K -$23.1K -319 -9%
TAM
699
Tocqueville Asset Management
New York
$229K +$3.47K +48 +1%
HAG
700
HighPoint Advisor Group
Illinois
$228K +$209K +2,893 New