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Name Holding Trade Value Shares
Change
Change in
Stake
MLL
426
Moody Lynn & Lieberson
Massachusetts
$221K – – –
BFA
427
Bragg Financial Advisors
North Carolina
$216K – – –
Mariner
428
Mariner
Kansas
$216K +$222K +5,610 New
BFS
429
Bradley Foster & Sargent
Connecticut
$213K -$5.94K -150 -3%
BFC
430
Blue Fin Capital
Rhode Island
$213K +$1.11K +28 +0.5%
FTC
431
Farmers Trust Company
Ohio
$212K -$27.6K -697 -11%
WJA
432
Williams Jones & Associates
New York
$212K – – –
GP
433
Girard Partners
Pennsylvania
$209K -$7.92K -200 -4%
Baird Financial Group
434
Baird Financial Group
Wisconsin
$207K -$594 -15 -0.3%
RMDI
435
R.M. Davis Inc
Maine
$207K – – –
PP
436
Palladium Partners
Virginia
$206K -$18.8K -475 -8%
TAM
437
Taurus Asset Management
New York
$206K – – –
WT
438
Washington Trust
Rhode Island
$206K +$4.79K +121 +2%
CA
439
Clearstead Advisors
Ohio
$205K +$10.1K +254 +5%
PL
440
Parthenon LLC
Kentucky
$204K – – –
Fayez Sarofim & Co
441
Fayez Sarofim & Co
Texas
$203K -$10.3K -260 -5%
NB
442
Nicolet Bankshares
Wisconsin
$203K -$990 -25 -0.5%
EWM
443
Evermay Wealth Management
Virginia
$201K – – –
HCM
444
Highlander Capital Management
New Jersey
$192K – – –
S
445
SignatureFD
Georgia
$182K +$31.7K +801 +20%
APA
446
American Portfolios Advisors
New York
$179K – – –
OIA
447
Optimum Investment Advisors
Illinois
$157K -$11.6K -294 -7%
CFA
448
Carroll Financial Associates
North Carolina
$157K – – –
TSW
449
Thompson Siegel & Walmsley
Virginia
$157K – – –
FMII
450
Farmers & Merchants Investments Inc
Nebraska
$149K – – –