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Name Holding Trade Value Shares
Change
Change in
Stake
B
676
BancorpSouth
Mississippi
$212K -$464K -8,347 -70%
TCM
677
Twin Capital Management
Pennsylvania
$211K +$201K +3,617 New
SA
678
SRH Advisors
Kansas
$210K – – –
GAM
679
Gotham Asset Management
New York
$208K -$348K -6,265 -64%
BP
680
Ballentine Partners
Massachusetts
$208K +$198K +3,567 New
LCM
681
LVM Capital Management
Michigan
$207K -$19.4K -348 -9%
DG
682
Davidson & Garrard
Virginia
$207K +$197K +3,540 New
LDB
683
Lee, Danner & Bass
Tennessee
$205K +$196K +3,516 New
FANJ
684
Financial Architects (New Jersey)
New Jersey
$205K +$196K +3,519 New
GLI
685
Guardian Life Insurance
New York
$204K – – –
WT
686
Washington Trust
Rhode Island
$204K +$195K +3,498 New
TAM
687
Trillium Asset Management
Massachusetts
$203K +$193K +3,478 New
BSW
688
Buckingham Strategic Wealth
Missouri
$202K +$192K +3,457 New
CFA
689
Carroll Financial Associates
North Carolina
$201K +$90.1K +1,621 +89%
CWP
690
Capital Wealth Planning
Florida
$201K +$192K +3,450 New
BCM
691
Bluefin Capital Management
New York
$200K +$224K +4,033 New
JIC
692
Joel Isaacson & Co
New York
$199K -$30.9K -556 -14%
AA
693
Apriem Advisors
California
$193K +$167 +3 +0.1%
CS
694
Credential Securities
$188K +$18.5K +333 +12%
FFC
695
First Financial Corp
Indiana
$187K – – –
PMFA
696
Plante Moran Financial Advisors
Michigan
$186K +$7.01K +126 +4%
HFM
697
Hartford Financial Management
Connecticut
$185K +$3.17K +57 +2%
TCOV
698
Trust Company of Vermont
Vermont
$184K +$14K +251 +9%
JFGIW
699
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$175K +$6.84K +123 +4%
KTC
700
Kistler-Tiffany Companies
Pennsylvania
$173K +$3.17K +57 +2%