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Name Holding Trade Value Shares
Change
Change in
Stake
CC
551
Capital Counsel
New York
$315K
FC
552
Fore Capital
New York
$315K +$314K +3,000 New
PWPS
553
Pinnacle Wealth Planning Services
Ohio
$313K -$314 -3 -0.1%
WWM
554
Western Wealth Management
Colorado
$310K +$309K +2,956 New
CCP
555
Corient Capital Partners
California
$307K -$7.54K -72 -2%
MWM
556
Minot Wealth Management
Massachusetts
$307K +$28.8K +275 +10%
AFC
557
AFT Forsyth & Company
Florida
$306K
WA
558
WealthTrust Axiom
Pennsylvania
$298K -$8.37K -80 -3%
MSRPS
559
Maryland State Retirement & Pension System
Maryland
$294K +$270K +2,579 New
GT
560
Greenleaf Trust
Michigan
$291K -$4.19K -40 -1%
ACA
561
Atlas Capital Advisors
Wyoming
$287K -$269K -2,573 -48%
PA
562
Pinnacle Associates
New York
$286K
CFGS
563
Concourse Financial Group Securities
Alabama
$284K -$108K -1,034 -28%
Vanguard Personalized Indexing Management
564
Vanguard Personalized Indexing Management
California
$284K +$25.4K +243 +10%
PA
565
Parallel Advisors
California
$273K -$106K -1,012 -28%
MC
566
Montag & Caldwell
Georgia
$272K -$270K -2,580 -50%
BPCE
567
Bank Pictet & Cie (Europe)
Germany
$271K +$270K +2,577 New
DT
568
Diversified Trust
Tennessee
$269K
CA
569
Capitolis Advisors
New York
$269K +$268K +2,558 New
HB
570
Homrich & Berg
Georgia
$268K +$267K +2,555 New
FLII
571
First Long Island Investors
New York
$264K
FHA
572
Flagship Harbor Advisors
Massachusetts
$263K -$128K -1,222 -33%
BPB
573
Badgley, Phelps & Bell
Washington
$263K
GAMC
574
Garner Asset Management Corp
Texas
$260K +$12.6K +120 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
575
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$258K -$424K -4,055 -62%