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Name Holding Trade Value Shares
Change
Change in
Stake
LNB
526
Ledyard National Bank
$248K +$8.11K +140 +3%
CS
527
Comerica Securities
Michigan
$245K -$17K -294 -6%
PWP
528
Private Wealth Partners
California
$245K
HAG
529
HighPoint Advisor Group
Illinois
$245K +$9.21K +159 +4%
HIC
530
Holderness Investments Company
North Carolina
$243K +$5.79K +100 +2%
APA
531
American Portfolios Advisors
New York
$241K +$43.4K +750 +20%
AA
532
Apriem Advisors
California
$241K +$28.9K +500 +13%
CCA
533
Checchi Capital Advisers
California
$239K +$34.2K +590 +15%
HTC
534
Haverford Trust Company
Pennsylvania
$237K +$6.25K +108 +3%
Jones Financial Companies
535
Jones Financial Companies
Missouri
$235K +$30.6K +529 +14%
MC
536
Moors & Cabot
Massachusetts
$234K -$1.38M -23,796 -85%
AWP
537
Ascent Wealth Partners
New York
$230K
KM
538
Kalos Management
Georgia
$224K -$422K -7,296 -66%
LA
539
Legacy Advisors
Pennsylvania
$221K +$116K +2,000 +100%
LOAME
540
Lombard Odier Asset Management (Europe)
United Kingdom
$217K
VRM
541
Vectors Research Management
New York
$217K +$221K +3,816 New
CWS
542
Cypress Wealth Services
California
$217K +$231K +3,989 New
FFA
543
First Foundation Advisors
California
$217K +$231K +3,990 New
RIM
544
Rampart Investment Management
Connecticut
$215K -$1.14M -19,745 -65%
KB
545
Kimelman & Baird
New York
$214K
NSEDCP
546
NJ State Employees Deferred Compensation Plan
New Jersey
$214K
VAM
547
Verity Asset Management
North Carolina
$214K +$228K +3,935 New
FDS
548
First Dallas Securities
Texas
$210K +$223K +3,854 New
PNC
549
Park National Corp
Ohio
$208K -$7.41K -128 -3%
EWM
550
Evercore Wealth Management
New York
$202K -$19.3K -334 -8%