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Name Holding Trade Value Shares
Change
Change in
Stake
CTA
301
Chesley Taft & Associates
Illinois
$777K +$339K +10,884 +81%
CTC
302
Central Trust Company
Missouri
$775K +$108K +3,477 +17%
VFS
303
VSR Financial Services
Kansas
$773K +$6.32K +203 +0.8%
Mackenzie Financial
304
Mackenzie Financial
Ontario, Canada
$761K -$872 -28 -0.1%
CONA
305
Capital One National Association
New York
$758K -$71.6K -2,300 -9%
GLRA
306
Gerald L. Ray & Associates
Texas
$755K +$189K +6,075 +35%
PVWM
307
Point View Wealth Management
New Jersey
$754K +$200K +6,417 +38%
HK
308
Horizon Kinetics
New York
$752K -$67.7K -2,174 -8%
III
309
Independent Investors Inc
New York
$752K
IPC
310
Independent Portfolio Consultants
Florida
$747K +$67.1K +2,154 +10%
CWM
311
CIBC World Markets
New York
$746K -$322K -10,333 -31%
LCM
312
Logan Capital Management
Pennsylvania
$746K +$32.5K +1,044 +5%
ACI
313
AMP Capital Investors
Australia
$744K +$721K +23,166 New
CFB
314
Cullen/Frost Bankers
Texas
$741K -$29.5K -947 -4%
GVT
315
Genesee Valley Trust
New York
$732K +$6.91K +222 +1%
CS
316
Credential Securities
$728K +$183K +5,863 +35%
HC
317
HHG & Company
Connecticut
$728K +$37.1K +1,192 +6%
GT
318
Glenmede Trust
Pennsylvania
$711K -$28.8K -926 -4%
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$698K +$100K +3,225 +17%
SPC
320
Sigma Planning Corp
Michigan
$697K -$108K -3,474 -14%
TNB
321
Thomasville National Bank
Georgia
$671K +$215K +6,899 +49%
AF
322
Allworth Financial
California
$663K +$17.9K +574 +3%
SFA
323
Sequoia Financial Advisors
Ohio
$659K +$62.3K +2,000 +11%
BFM
324
Boston Financial Management
Massachusetts
$658K -$59.7K -1,916 -9%
LTI
325
Laffer Tengler Investments
Tennessee
$656K +$638K +20,473 New