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Name Holding Trade Value Shares
Change
Change in
Stake
Greenleaf Trust
501
Greenleaf Trust
Michigan
$977K +$27K +94 +3%
Coldstream Capital Management
502
Coldstream Capital Management
Washington
$976K +$497K +1,730 +92%
KWA
503
KCS Wealth Advisory
California
$975K -$2.3K -8 -0.2%
Compagnie Lombard Odier SCmA
504
Compagnie Lombard Odier SCmA
Switzerland
$968K – – –
FAB
505
First American Bank
Illinois
$944K – – –
Ameritas Investment Partners
506
Ameritas Investment Partners
Nebraska
$943K -$220K -764 -18%
Vestmark Advisory Solutions
507
Vestmark Advisory Solutions
Massachusetts
$941K -$236K -821 -19%
Busey Bank
508
Busey Bank
Illinois
$935K +$575 +2 +0.1%
PTC
509
Private Trust Company
Ohio
$934K +$996K +3,465 New
BCV
510
Banque Cantonale Vaudoise
Switzerland
$921K -$345K -1,200 -26%
MAI Capital Management
511
MAI Capital Management
Ohio
$919K -$9.2K -32 -0.9%
LGT Group Foundation
512
LGT Group Foundation
Liechtenstein
$917K – – –
NewEdge Wealth
513
NewEdge Wealth
Pennsylvania
$911K +$495K +1,721 +104%
AT
514
American Trust
Kentucky
$900K +$68.7K +239 +8%
Colony Group
515
Colony Group
Massachusetts
$899K -$788K -2,740 -45%
Freestone Capital Holdings
516
Freestone Capital Holdings
Washington
$894K -$2.72M -9,463 -74%
MHIC
517
Marble Harbor Investment Counsel
Massachusetts
$883K – – –
TIAA FSB
518
TIAA FSB
Florida
$868K +$925K +3,219 New
DWT
519
Dorsey & Whitney Trust
South Dakota
$853K +$8.34K +29 +0.9%
Metis Global Partners
520
Metis Global Partners
California
$852K -$92.6K -322 -9%
Moneta Group Investment Advisors
521
Moneta Group Investment Advisors
Missouri
$848K +$167K +580 +23%
HFAS
522
Hummer Financial Advisory Services
Illinois
$845K – – –
STB
523
S&T Bank
Pennsylvania
$840K – – –
Whittier Trust
524
Whittier Trust
California
$834K +$9.48K +33 +1%
AL
525
Arnhold LLC
New York
$824K – – –