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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
951
Executive Wealth Management
Michigan
$20.6M +$18.1M +281,044 New
CM
952
Churchill Management
California
$20.6M -$362K -5,632 -2%
ET
953
Equitable Trust
Tennessee
$20.5M -$718K -11,156 -4%
DLA
954
Douglas Lane & Associates
New York
$20.5M -$465K -7,224 -3%
KFGK
955
Keystone Financial Group (Kentucky)
Kentucky
$20.4M -$556K -8,636 -3%
MSR
956
Main Street Research
Connecticut
$20.4M +$800K +12,428 +5%
BC
957
Blackhill Capital
New Jersey
$20.4M
PDM
958
Penn Davis McFarland
Texas
$20.4M -$229K -3,552 -1%
KPW
959
Kore Private Wealth
New York
$20.4M -$582K -9,044 -3%
ACC
960
Accident Compensation Corp
New Zealand
$20.3M -$1.49M -23,200 -8%
RC
961
Roundview Capital
New Jersey
$20.3M +$530K +8,240 +3%
DAS
962
Dynamic Advisor Solutions
Arizona
$20.3M -$778K -12,100 -4%
FHB
963
First Hawaiian Bank
Hawaii
$20.2M -$2.26M -35,120 -11%
PAM
964
Palisade Asset Management
Minnesota
$20.2M +$227K +3,532 +1%
HFS
965
Haverford Financial Services
Pennsylvania
$20.1M -$1.22M -19,016 -6%
PTC
966
Private Trust Company
Ohio
$20.1M -$1.21M -18,836 -6%
EWM
967
Empirical Wealth Management
Washington
$20.1M +$3.49M +54,280 +25%
EVM
968
Evelyn V. Moreno
$20M -$551K -8,560 -3%
1SB
969
1ST Source Bank
Indiana
$20M -$485K -7,532 -3%
MA
970
Montag & Associates
Georgia
$20M -$322K -5,012 -2%
FTI
971
Fiduciary Trust International
Massachusetts
$20M +$6.92M +107,588 +66%
DHFB
972
Dixon Hubard Feinour & Brown
Virginia
$19.9M -$89.6K -1,392 -0.5%
MIM
973
Manitou Investment Management
Ontario, Canada
$19.9M -$9.75M -151,500 -36%
FFA
974
Fragasso Financial Advisors
Pennsylvania
$19.9M +$11.9M +184,780 +213%
TF
975
Tompkins Financial
New York
$19.9M +$320K +4,980 +2%