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Name Holding Trade Value Shares
Change
Change in
Stake
SC
726
Sawyer & Company
Massachusetts
$169K – – –
MAM
727
McCarthy Asset Management
California
$169K +$223K +500 New
VC
728
Vestor Capital
Illinois
$169K +$223K +500 New
WB
729
Webster Bank
Connecticut
$168K +$222K +498 New
OIA
730
Optimum Investment Advisors
Illinois
$165K -$44.6K -100 -17%
CFG
731
CKW Financial Group
Hawaii
$160K – – –
WT
732
Whittier Trust
California
$152K +$38.8K +87 +24%
TFS
733
TrustCore Financial Services
Tennessee
$146K -$128K -288 -40%
CTC
734
Central Trust Company
Missouri
$134K – – –
PCM
735
Penserra Capital Management
California
$132K -$4.46K -10 -2%
TFA
736
Toth Financial Advisory
Virginia
$127K – – –
TWA
737
TCI Wealth Advisors
Arizona
$119K +$69.5K +156 +79%
GWS
738
Glassman Wealth Services
Virginia
$118K -$446 -1 -0.3%
GC
739
Garde Capital
Washington
$115K +$152K +341 New
AF
740
Allworth Financial
California
$114K – – –
SSB
741
Sandy Spring Bank
Maryland
$110K +$45.9K +103 +46%
PFGIA
742
Patriot Financial Group Insurance Agency
Massachusetts
$106K -$74K -166 -35%
MSFP
743
Mark Sheptoff Financial Planning
Connecticut
$105K – – –
MF
744
Manchester Financial
California
$103K – – –
BAM
745
Bellevue Asset Management
Washington
$100K – – –
KTC
746
Kistler-Tiffany Companies
Pennsylvania
$94K -$22.3K -50 -15%
KC
747
Knuff & Co
California
$93K – – –
MAM
748
Meeder Asset Management
Ohio
$89K -$2.35M -5,279 -95%
NSIM
749
North Star Investment Management
Illinois
$89K -$66.9K -150 -36%
CHA
750
Carmichael Hill & Associates
Maryland
$84K -$6.69K -15 -6%