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Name Holding Trade Value Shares
Change
Change in
Stake
NES
1001
New England Securities
New York
$294K -$141K -1,086 -32%
CAG
1002
Crestwood Advisors Group
Massachusetts
$294K -$51.5K -395 -14%
FAM
1003
Formidable Asset Management
Ohio
$294K
PHAM
1004
Palisades Hudson Asset Management
Florida
$292K
FCH
1005
Freestone Capital Holdings
Washington
$291K -$2.21K -17 -0.7%
CP
1006
Coho Partners
Pennsylvania
$290K
EBSAM
1007
Eubel Brady & Suttman Asset Management
Ohio
$290K +$28.3K +217 +10%
CFN
1008
Cordasco Financial Network
Florida
$289K +$235K +1,800 +360%
EA
1009
Elm Advisors
California
$285K -$19.5K -150 -6%
PFO
1010
Pathstone Family Office
New Jersey
$285K
MJRIC
1011
Mogy Joel R Investment Counsel
California
$285K +$78.2K +600 +36%
PCTC
1012
Perkins Coie Trust Company
Washington
$282K
BP
1013
Ballentine Partners
Massachusetts
$281K +$13.2K +101 +5%
PMFA
1014
Plante Moran Financial Advisors
Michigan
$279K -$248K -1,902 -46%
ZTNA
1015
Zions Trust National Association
Utah
$277K
YIA
1016
YHB Investment Advisors
Connecticut
$275K -$13K -100 -4%
PGA
1017
Portland Global Advisors
Maine
$274K +$285K +2,187 New
DMC
1018
Drexel Morgan & Co
Pennsylvania
$273K
CCM
1019
Compton Capital Management
Rhode Island
$272K
TH
1020
TCTC Holdings
Texas
$271K +$282K +2,162 New
HEIP
1021
Hudson Edge Investment Partners
New Jersey
$270K -$47.6K -365 -15%
KFA
1022
Kelleher Financial Advisors
New York
$269K
MWM
1023
Merriman Wealth Management
Washington
$269K +$268K +2,058 New
SCG
1024
Strategic Capital Group
Washington
$268K +$67.1K +515 +32%
CPO
1025
Cerity Partners OCIO
New York
$266K +$19.7K +151 +8%