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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
251
Brown Advisory
Maryland
$812K +$14.6K +177 +2%
PSC
252
Prentiss Smith & Co
Vermont
$804K -$1.07K -13 -0.1%
MAM
253
Marotta Asset Management
Virginia
$800K +$15.7K +191 +2%
WSTAM
254
Wilbanks Smith & Thomas Asset Management
Virginia
$800K -$6.83K -83 -0.9%
DBRC
255
D.B. Root & Company
Pennsylvania
$793K -$15.5K -188 -2%
ATC
256
Argent Trust Co
Tennessee
$792K – – –
SI
257
Stephens Inc
Arkansas
$791K -$160K -1,948 -18%
Geode Capital Management
258
Geode Capital Management
Massachusetts
$784K -$29.2K -355 -4%
AP
259
Advisor Partners
California
$764K -$11.4K -139 -2%
RC
260
RegentAtlantic Capital
New Jersey
$746K +$10.9K +132 +2%
NFGCM
261
Norman Fields Gottscho Capital Management
New York
$724K – – –
LNWWM
262
Laird Norton Wetherby Wealth Management
California
$704K +$46.1K +560 +7%
Cambridge Investment Research Advisors
263
Cambridge Investment Research Advisors
Iowa
$704K +$51.8K +629 +8%
FFM
264
Forum Financial Management
Illinois
$703K +$665K +8,071 New
PWPS
265
Pinnacle Wealth Planning Services
Ohio
$700K +$14.4K +175 +2%
BF
266
BOK Financial
Oklahoma
$698K +$47.9K +582 +8%
CYG
267
Clean Yield Group
Vermont
$692K -$110K -1,330 -14%
BRWA
268
B. Riley Wealth Advisors
Florida
$669K -$188K -2,280 -23%
Cerity Partners
269
Cerity Partners
New York
$661K +$621K +7,544 New
CCP
270
Corient Capital Partners
California
$660K -$315K -3,831 -34%
YCM
271
Yousif Capital Management
Michigan
$660K +$624K +7,578 New
EDRH
272
Edmond de Rothschild Holding
Switzerland
$657K +$91.7K +1,113 +18%
First Manhattan
273
First Manhattan
New York
$633K -$1.65K -20 -0.3%
DAS
274
Dynamic Advisor Solutions
Arizona
$610K +$1.07K +13 +0.2%
YWP
275
YorkBridge Wealth Partners
New York
$609K +$15.2K +185 +3%