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Name Holding Trade Value Shares
Change
Change in
Stake
IB
401
Intrust Bank
Kansas
$228K +$229K +3,297 New
WT
402
Whittier Trust
California
$223K – – –
GP
403
Girard Partners
Pennsylvania
$221K +$222K +3,189 New
WPP
404
Whalerock Point Partners
Rhode Island
$221K +$222K +3,196 New
SL
405
Summitry LLC
California
$219K – – –
NGA
406
Naples Global Advisors
Florida
$216K +$217K +3,117 New
NPC
407
National Planning Corporation
California
$213K +$212K +3,042 New
HCC
408
Hirtle Callaghan & Co
Pennsylvania
$212K – – –
Rafferty Asset Management
409
Rafferty Asset Management
New York
$211K -$141K -2,022 -40%
PL
410
Plancorp LLC
Missouri
$210K +$211K +3,030 New
FA
411
FDx Advisors
Illinois
$208K +$209K +3,002 New
QT
412
Quantbot Technologies
New York
$205K +$207K +2,977 New
SF
413
Synovus Financial
Georgia
$204K +$16.7K +240 +9%
WOC
414
West Oak Capital
California
$203K – – –
FWM
415
Focused Wealth Management
New York
$195K – – –
OMCS
416
Old Mutual Customised Solutions
South Africa
$188K – – –
DADC
417
D.A. Davidson & Co
Montana
$171K +$56.2K +808 +48%
GIS
418
Guardian Investor Services
New York
$137K -$4.94K -71 -3%
WIL
419
Winifred I. Li
$133K – – –
NIM
420
NuWave Investment Management
New Jersey
$130K -$216K -3,104 -62%
EWM
421
Evercore Wealth Management
New York
$127K +$128K +1,845 New
DekaBank Deutsche Girozentrale
422
DekaBank Deutsche Girozentrale
Germany
$123K -$2.62M -37,708 -96%
AWM
423
Avior Wealth Management
Nebraska
$112K +$113K +1,620 New
BFEC
424
Benjamin F. Edwards & Company
Missouri
$105K +$11.8K +170 +13%
GLI
425
Guardian Life Insurance
New York
$100K – – –