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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1001
ProVise Management Group
Florida
$375K
TTWM
1002
TCV Trust & Wealth Management
Virginia
$375K
TCM
1003
Telos Capital Management
California
$374K +$49.1K +376 +16%
MKC
1004
M. Kraus & Co
Vermont
$373K -$6.53K -50 -2%
EIM
1005
Emerson Investment Management
Massachusetts
$372K
FMBTD
1006
First Midwest Bank Trust Division
Illinois
$372K
MBTD
1007
Mechanics Bank - Trust Department
California
$372K
JIC
1008
Joel Isaacson & Co
New York
$370K +$19.6K +150 +6%
ICOA
1009
Investment Centers of America
North Dakota
$370K +$119K +912 +53%
JIP
1010
Jaffetilchin Investment Partners
Florida
$367K +$392 +3 +0.1%
CWP
1011
Capital Wealth Planning
Florida
$365K
GJCM
1012
Grand Jean Capital Management
California
$362K
PFSC
1013
Peoples Financial Services Corp
Pennsylvania
$355K
CAM
1014
Cubic Asset Management
Massachusetts
$353K
MG
1015
Mather Group
Illinois
$353K +$1.44K +11 +0.4%
UR
1016
USCA RIA
Texas
$353K +$13.1K +100 +4%
MAM
1017
Mizuho Asset Management
Japan
$352K +$78.6K +602 +32%
MCM
1018
McRae Capital Management
New Jersey
$351K
DSC
1019
Duncker Streett & Co
Missouri
$349K
MPIA
1020
Mountain Pacific Investment Advisers
Idaho
$348K +$5.48K +42 +2%
BAS
1021
Brown Advisory Securities
Maryland
$344K +$40.9K +313 +15%
CS
1022
Comerica Securities
Michigan
$344K +$320K +2,452 New
ECM
1023
ETrade Capital Management
Virginia
$341K +$31.1K +238 +11%
PHAM
1024
Palisades Hudson Asset Management
Florida
$340K +$62.7K +480 +25%
BHIA
1025
Birch Hill Investment Advisors
Massachusetts
$339K +$67K +513 +27%