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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
601
Laird Norton Wetherby Wealth Management
California
$335K +$28.5K +938 +9%
GLRA
602
Gerald L. Ray & Associates
Texas
$334K +$8.95K +294 +3%
LWCFA
603
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$333K
OCG
604
Opus Capital Group
Ohio
$333K
BFS
605
Bradley Foster & Sargent
Connecticut
$330K -$316K -10,388 -48%
CCA
606
Cobblestone Capital Advisors
New York
$325K
DADC
607
D.A. Davidson & Co
Montana
$320K -$31.2K -1,026 -9%
CA
608
Cornerstone Advisors
North Carolina
$320K
TF
609
Tompkins Financial
New York
$319K -$8.52K -280 -2%
NL
610
NWAM LLC
Washington
$319K +$18K +590 +6%
William Blair & Company
611
William Blair & Company
Illinois
$315K -$7.61K -250 -2%
MCM
612
Maple Capital Management
Vermont
$315K
SNT
613
Security National Trust
West Virginia
$310K -$12.2K -400 -4%
AIC
614
Atlantic Investment Company
Georgia
$309K -$313K -10,276 Closed
FCB
615
First Citizens Bancorporation
South Carolina
$305K -$95.1K -3,124 -23%
NB
616
Norinchukin Bank
Japan
$305K +$77.2K +2,536 +32%
BB
617
Busey Bank
Illinois
$304K -$1.67M -54,988 -84%
IMS
618
Index Management Solutions
Pennsylvania
$302K +$72.5K +2,382 +30%
MCM
619
Maryland Capital Management
Maryland
$299K -$12.8M -420,904 -98%
FNBT
620
FineMark National Bank & Trust
Florida
$299K -$42.6K -1,400 -12%
MBTD
621
Mechanics Bank - Trust Department
California
$294K
HA
622
Hamel Associates
New Jersey
$291K
WTC
623
WhitTier Trust Company
Nevada
$290K
FHA
624
First Horizon Advisors
Tennessee
$289K -$8.58K -282 -3%
DMC
625
Drexel Morgan & Co
Pennsylvania
$288K