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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1176
Edge Wealth Management
New York
$1.01M -$350K -8,920 -25%
CFD
1177
Creative Financial Designs
Indiana
$1.01M +$1.06M +26,940 New
FPCM
1178
Financial Partners Capital Management
New York
$1.01M +$149K +3,800 +16%
MBTD
1179
Mechanics Bank - Trust Department
California
$1.01M +$594K +15,160 +130%
PWAG
1180
Polaris Wealth Advisory Group
California
$1M +$829K +21,160 +377%
GS
1181
Girard Securities
California
$989K +$194K +4,960 +23%
CS
1182
Comerica Securities
Michigan
$983K +$292K +7,460 +13%
HCM
1183
HM Capital Management
Missouri
$981K -$3.13K -80 -0.3%
WSTAM
1184
Wilbanks Smith & Thomas Asset Management
Virginia
$976K +$129K +3,280 +14%
CA
1185
Cullinan Associates
Kentucky
$975K
AC
1186
Addison Capital
Pennsylvania
$971K -$14.9K -380 -1%
BBA
1187
BLB&B Advisors
Pennsylvania
$970K +$39.2K +1,000 +4%
PBT
1188
Pictet Bank & Trust
Bahamas
$941K
PA
1189
Perennial Advisors
New York
$933K +$975K +24,880 New
CCM
1190
Cribstone Capital Management
Maine
$925K +$1.57K +40 +0.2%
SFG
1191
SNS Financial Group
Minnesota
$921K +$32.9K +840 +4%
WPW
1192
Waldron Private Wealth
Pennsylvania
$920K -$47K -1,200 -5%
DWT
1193
Dorsey & Whitney Trust
South Dakota
$919K +$94.8K +2,420 +11%
FWCM
1194
First Western Capital Management
California
$918K -$2.61M -66,720 -73%
BBHC
1195
Brown Brothers Harriman & Co
New York
$908K
EA
1196
Elm Advisors
California
$907K +$7.84K +200 +0.8%
AC
1197
Abbrea Capital
California
$906K +$947K +24,160 New
DT
1198
Diversified Trust
Tennessee
$901K +$86.2K +2,200 +10%
MFIMFI
1199
Mesirow Financial Investment Management - Fixed Income
Illinois
$892K
WIM
1200
Westside Investment Management
California
$887K +$870K +22,200 New