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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1276
Court Place Advisors
Maryland
$330K
VC
1277
Vicus Capital
Pennsylvania
$327K +$331K +1,960 New
PHAM
1278
Palisades Hudson Asset Management
Florida
$325K
PLFAM
1279
Pineno Levin & Ford Asset Management
Virginia
$325K +$25.4K +150 +8%
BCFS
1280
Butensky & Cohen Financial Security
Florida
$325K +$328K +1,937 +13,836%
PNAA
1281
Pictet North America Advisors
Switzerland
$324K -$676K -4,000 -67%
GIM
1282
Greystone Investment Management
Ohio
$323K
AFWA
1283
Ancora Family Wealth Advisors
Ohio
$323K +$76.4K +452 +30%
VF
1284
Virtu Financial
New York
$322K +$327K +1,933 New
EDRE
1285
Edmond de Rothschild (Europe)
Luxembourg
$320K +$232K +1,370 +249%
FAM
1286
Fenimore Asset Management
New York
$319K
MCM
1287
Mengis Capital Management
Oregon
$319K +$324K +1,915 New
CCM
1288
Coe Capital Management
Illinois
$318K
TIA
1289
Tiemann Investment Advisors
California
$318K +$66.8K +395 +26%
GA
1290
Geller Advisors
New York
$317K
TWM
1291
Torch Wealth Management
Ohio
$317K
SLF
1292
Sun Life Financial
Ontario, Canada
$315K -$467K -2,762 -59%
CA
1293
Capital Advantage
California
$314K +$338 +2 +0.1%
ZCI
1294
Zevenbergen Capital Investments
Washington
$313K +$37.2K +220 +13%
SCM
1295
Stonebridge Capital Management
California
$312K
SFWA
1296
Summit Financial Wealth Advisors
Louisiana
$308K -$82.7K -489 -21%
PG
1297
Patten Group
Tennessee
$307K +$199K +1,176 +170%
HCM
1298
Howland Capital Management
Massachusetts
$305K +$51.4K +304 +20%
ARTA
1299
A.R.T. Advisors
New York
$304K -$14.3M -84,604 -98%
Members Trust
1300
Members Trust
Florida
$304K -$3.21K -19 -1%