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Name Holding Trade Value Shares
Change
Change in
Stake
SA
701
SRH Advisors
Kansas
$233K
HVIA
702
Hudson Valley Investment Advisors
New York
$232K
EIA
703
Edgemoor Investment Advisors
Maryland
$231K -$15K -236 -6%
Squarepoint
704
Squarepoint
New York
$229K +$224K +3,543 New
TAM
705
Trillium Asset Management
Massachusetts
$228K +$223K +3,519 New
BP
706
Ballentine Partners
Massachusetts
$228K +$224K +3,528 New
Wellington Management Group
707
Wellington Management Group
Massachusetts
$227K +$223K +3,512 New
OAM
708
Occidental Asset Management
California
$226K +$307K +4,850 New
OHS
709
Odey Holdings (Switzerland)
Switzerland
$225K +$220K +3,478 New
CWP
710
Capital Wealth Planning
Florida
$223K +$219K +3,450 New
FB
711
Fulton Bank
Pennsylvania
$222K +$217K +3,422 New
CS
712
Credential Securities
$220K -$55.2K -871 -20%
NGA
713
Naples Global Advisors
Florida
$220K -$62.2K -981 -22%
SCM
714
Sterling Capital Management
North Carolina
$220K +$215K +3,390 New
TFF
715
The Family Firm
Maryland
$219K +$214K +3,375 New
BSW
716
Buckingham Strategic Wealth
Missouri
$218K +$214K +3,372 New
JIC
717
Joel Isaacson & Co
New York
$217K -$2.85K -45 -1%
PL
718
Plancorp LLC
Missouri
$216K -$42.6K -672 -17%
T
719
Thomaspartners
Massachusetts
$216K +$211K +3,331 New
PAM
720
Premier Asset Management
Illinois
$216K +$211K +3,338 New
AA
721
Apriem Advisors
California
$215K +$190 +3 +0.1%
MHS
722
M Holdings Securities
Oregon
$214K +$209K +3,297 New
BIC
723
Beach Investment Counsel
Pennsylvania
$214K +$210K +3,311 New
CBU
724
CIBC Bank USA
Illinois
$213K +$209K +3,298 New
FCCM
725
First City Capital Management
Georgia
$213K -$5K -79 -2%