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Name Holding Trade Value Shares
Change
Change in
Stake
DLA
976
Douglas Lane & Associates
New York
$480K -$74.2K -569 -13%
FPFS
977
First Personal Financial Services
North Carolina
$479K +$438K +3,362 +1,019%
LC
978
Lourd Capital
California
$477K +$101K +777 +27%
FBA
979
Front Barnett Associates
Illinois
$475K
SPC
980
Stewart & Patten Company
California
$474K
SHCM
981
Stokes & Hubbell Capital Management
Louisiana
$472K +$473K +3,631 New
CB
982
Community Bank
New York
$471K -$6.52K -50 -1%
CAG
983
Crestwood Advisors Group
Massachusetts
$470K +$29.3K +225 +7%
EWM
984
Evercore Wealth Management
New York
$469K -$383K -2,938 -45%
CICI
985
Capital Investment Counsel Inc
North Carolina
$469K -$52.1K -400 -10%
UAS
986
United Asset Strategies
New York
$468K +$15.8K +121 +3%
PAS
987
Professional Advisory Services
Florida
$461K
TTWM
988
TCV Trust & Wealth Management
Virginia
$457K +$11.1K +85 +2%
WA
989
WealthTrust Axiom
Pennsylvania
$456K -$64.8K -497 -12%
BFG
990
Beacon Financial Group
Texas
$455K +$70.7K +542 +18%
PCTC
991
Perkins Coie Trust Company
Washington
$448K
SSP
992
Sapphire Star Partners
Washington
$448K +$73.1K +561 +26%
FAM
993
Formidable Asset Management
Ohio
$444K +$122K +938 +40%
GSBTD
994
Glenview State Bank Trust Department
Illinois
$443K +$196K +1,500 +78%
PMG
995
ProVise Management Group
Florida
$442K -$29.3K -225 -6%
EWM
996
Edge Wealth Management
New York
$440K -$1.17K -9 -0.3%
JWBC
997
J.W. Burns & Co
New York
$440K
Verition Fund Management
998
Verition Fund Management
Connecticut
$436K -$268K -2,059 -38%
JIC
999
Joel Isaacson & Co
New York
$436K -$97.8K -750 -18%
P
1000
Pitcairn
Pennsylvania
$434K +$7.69K +59 +2%