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Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
1676
Dumont & Blake Investment Advisors
New Jersey
$4.75M -$136K -2,988 -3%
CGL
1677
Clarius Group LLC
Washington
$4.75M +$146K +3,220 +3%
EWM
1678
Evermay Wealth Management
Virginia
$4.75M -$27.2K -600 -0.6%
PAM
1679
Pegasus Asset Management
New York
$4.73M +$11.1K +244 +0.2%
LCP
1680
LGT Capital Partners
Switzerland
$4.73M +$314K +6,920 +7%
FA
1681
FCG Advisors
New Jersey
$4.73M -$345K -7,616 -7%
NB
1682
Nicolet Bankshares
Wisconsin
$4.73M -$112K -2,476 -2%
BFG
1683
Bouchey Financial Group
New York
$4.72M -$26.8K -592 -0.6%
IEFM
1684
IQ EQ Fund Management
Ireland
$4.71M +$4.61M +101,672 New
ICOM
1685
Investment Counselors of Maryland
Maryland
$4.7M -$106K -2,340 -2%
SWP
1686
Strategic Wealth Partners
Ohio
$4.68M -$768K -16,944 -14%
CC
1687
Colrain Capital
Massachusetts
$4.67M -$689K -15,196 -13%
PCTC
1688
Perkins Coie Trust Company
Washington
$4.65M -$107K -2,360 -2%
NO
1689
Ninety One
South Africa
$4.65M +$4.43M +97,740 +3,714%
FWP
1690
FAS Wealth Partners
Kansas
$4.64M -$29K -640 -0.6%
DMK
1691
David M. Knott
$4.64M
TCM
1692
Tradition Capital Management
New Jersey
$4.63M +$73.1K +1,612 +2%
AF
1693
Ally Financial
Michigan
$4.63M -$13.6M -300,000 -75%
MFW
1694
Meristem Family Wealth
Minnesota
$4.61M +$281K +6,192 +7%
GCA
1695
Gradient Capital Advisors
California
$4.6M +$225K +4,956 +5%
TL
1696
TrueWealth LLC
Georgia
$4.59M +$40.6K +896 +0.9%
MFW
1697
Mosaic Family Wealth
Missouri
$4.59M +$152K +3,360 +4%
CRIG
1698
Charter Research & Investment Group
Connecticut
$4.58M -$14.5K -320 -0.3%
WPW
1699
Waldron Private Wealth
Pennsylvania
$4.58M +$5.8K +128 +0.1%
MA
1700
Menlo Advisors
California
$4.58M +$5.44K +120 +0.1%