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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
651
Hermes Investment Management
United Kingdom
$248K
SHGA
652
Sand Hill Global Advisors
California
$248K +$241K +8,000 New
HT
653
HighTower Trust
Texas
$245K +$238K +7,900 New
MAA
654
Matrix Asset Advisors
New York
$241K
JWBC
655
J.W. Burns & Co
New York
$239K -$27.1K -900 -10%
BBHC
656
Brown Brothers Harriman & Co
New York
$234K -$30.1K -1,000 -12%
GIS
657
Guardian Investor Services
New York
$232K -$3.85K -128 -2%
GHA
658
GW Henssler & Associates
Georgia
$230K +$120 +4 +0.1%
PP
659
Prudential plc
United Kingdom
$229K
TF
660
Tompkins Financial
New York
$226K -$8.43K -280 -4%
SCM
661
SOL Capital Management
Maryland
$226K -$6.02K -200 -3%
GC
662
Grimes & Company
Massachusetts
$225K
TT
663
Tiedemann Trust
Delaware
$223K +$217K +7,210 New
HC
664
Hendley & Co
Ohio
$222K -$3.61K -120 -2%
CDH
665
Charles D. Hyman
$222K
GIA
666
GHP Investment Advisors
Colorado
$220K
FM
667
Foster & Motley
Ohio
$217K
PTB
668
Pioneer Trust Bank
Oregon
$216K
SCM
669
Shelton Capital Management
Colorado
$214K -$12K -400 -5%
BCM
670
BTR Capital Management
California
$214K
CIC
671
Chilton Investment Company
Connecticut
$212K +$206K +6,838 New
MCM
672
Manchester Capital Management
Vermont
$207K -$62.1K -2,062 -24%
IRS
673
Invictus RG (Singapore)
Singapore
$206K +$147K +4,892 +280%
AW
674
Alpha Windward
Massachusetts
$205K +$1.63K +54 +0.8%
DT
675
Diversified Trust
Tennessee
$203K +$197K +6,540 New