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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1026
Dynamic Advisor Solutions
Arizona
$636K +$613K +3,597 New
EWM
1027
Evercore Wealth Management
New York
$631K -$6.13K -36 -1%
DZ Bank
1028
DZ Bank
Germany
$630K +$51.1K +300 +9%
PAS
1029
Professional Advisory Services
Florida
$628K
WSC
1030
Wellington Shields & Co
New York
$628K
DLA
1031
Douglas Lane & Associates
New York
$627K -$3.07K -18 -0.5%
VNA
1032
VNBTrust National Association
Virginia
$624K -$136K -800 -18%
SCA
1033
Salient Capital Advisors
Texas
$624K +$47.7K +280 +9%
HFA
1034
High Falls Advisors
New York
$621K +$211K +1,239 +55%
MCG
1035
Meru Capital Group
New York
$619K +$596K +3,500 New
QT
1036
Quantbot Technologies
New York
$616K +$594K +3,486 New
SFA
1037
Sequoia Financial Advisors
Ohio
$611K +$45.6K +268 +8%
PCTC
1038
Perkins Coie Trust Company
Washington
$610K
CNAM
1039
Campbell Newman Asset Management
Wisconsin
$609K -$460K -2,700 -44%
CICI
1040
Capital Investment Counsel Inc
North Carolina
$606K +$36.8K +216 +7%
BWM
1041
BigSur Wealth Management
Florida
$604K
GSBTD
1042
Glenview State Bank Trust Department
Illinois
$603K
SCP
1043
Sandhill Capital Partners
New York
$602K -$175K -1,030 -23%
BFC
1044
Blue Fin Capital
Rhode Island
$601K -$37.3K -219 -6%
ECAM
1045
East Coast Asset Management
Massachusetts
$600K +$170 +1 +0%
PFA
1046
Pure Financial Advisors
California
$600K +$299K +1,754 +107%
STB
1047
S&T Bank
Pennsylvania
$590K
CPC
1048
Cookson Peirce & Co
Pennsylvania
$587K +$565K +3,320 New
PFO
1049
Pathstone Family Office
New Jersey
$586K +$52.8K +310 +10%
AIIMS
1050
Analyst IMS Investment Management Services
Israel
$585K -$194K -1,140 -26%