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Name Holding Trade Value Shares
Change
Change in
Stake
NCCM
1001
Nine Chapters Capital Management
New Jersey
$341K +$325K +2,500 New
ECM
1002
Evergreen Capital Management
Washington
$335K -$117K -900 -27%
CW
1003
Cobiz Wealth
Colorado
$333K -$3.9K -30 -1%
GRQ
1004
Gardner Russo & Quinn
Pennsylvania
$332K
RFA
1005
Reilly Financial Advisors
California
$330K -$146K -1,127 -32%
LW
1006
Linscomb Wealth
Texas
$330K +$39K +300 +14%
EA
1007
Elm Advisors
California
$330K +$315K +2,420 New
FIB
1008
First Interstate Bank
Montana
$328K
TYCC
1009
Texas Yale Capital Corp
Florida
$328K
FNBTCON
1010
First National Bank & Trust Co of Newtown
Pennsylvania
$326K
CFA
1011
Capstone Financial Advisors
Illinois
$324K +$309K +2,377 New
MRCM
1012
M&R Capital Management
New Jersey
$321K -$45.5K -350 -13%
CCP
1013
Clarkston Capital Partners
Michigan
$320K +$305K +2,347 New
CCA
1014
Checchi Capital Advisers
California
$319K +$304K +2,339 New
FCH
1015
Freestone Capital Holdings
Washington
$318K -$349K -2,683 -53%
PHAM
1016
Palisades Hudson Asset Management
Florida
$318K
CP
1017
Coho Partners
Pennsylvania
$316K
YIA
1018
YHB Investment Advisors
Connecticut
$313K +$6.5K +50 +2%
GSBTD
1019
Glenview State Bank Trust Department
Illinois
$311K +$296K +2,278 New
PFO
1020
Pathstone Family Office
New Jersey
$310K -$3.25K -25 -1%
PCTC
1021
Perkins Coie Trust Company
Washington
$307K +$292K +2,248 New
ZTNA
1022
Zions Trust National Association
Utah
$301K +$7.8K +60 +3%
TFA
1023
Transamerica Financial Advisors
Florida
$299K -$14.6K -112 -5%
FANJ
1024
Financial Architects (New Jersey)
New Jersey
$298K +$160K +1,229 +128%
DMC
1025
Drexel Morgan & Co
Pennsylvania
$297K