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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1101
Stewart & Patten Company
California
$504K -$85.2K -500 -15%
KIC
1102
Keating Investment Counselors
Florida
$504K
JCM
1103
Janney Capital Management
Pennsylvania
$503K +$10K +59 +2%
BAM
1104
Berkshire Asset Management
Pennsylvania
$502K +$119K +700 +33%
GT
1105
Greenleaf Trust
Michigan
$502K +$135K +793 +39%
CAM
1106
Covenant Asset Management
New Jersey
$499K -$198K -1,165 -29%
NFC
1107
Northeast Financial Consultants
Connecticut
$495K
WP
1108
WMS Partners
Maryland
$494K +$6.3K +37 +1%
MIM
1109
Marco Investment Management
Georgia
$491K
CFA
1110
Carroll Financial Associates
North Carolina
$491K +$7.49K +44 +2%
FFC
1111
First Financial Corp
Indiana
$491K +$254K +1,494 +116%
HIIFS
1112
Harel Insurance Investments & Financial Services
Israel
$489K +$466K +2,733 New
GD
1113
Grandfield & Dodd
New York
$485K
LIM
1114
Leavell Investment Management
Alabama
$484K -$34.1K -200 -7%
LFAS
1115
Level Four Advisory Services
Texas
$482K -$148K -870 -24%
AWA
1116
ARS Wealth Advisors
Florida
$481K +$463K +2,720 New
CA
1117
Cornerstone Advisory
Maryland
$479K
IR
1118
Invictus RG
Bermuda
$478K -$233K -1,367 -34%
WPC
1119
White Pine Capital
Minnesota
$478K
BP
1120
Ballentine Partners
Massachusetts
$476K +$6.3K +37 +1%
AAM
1121
Aureus Asset Management
Massachusetts
$472K +$79.5K +467 +22%
MWM
1122
Merriman Wealth Management
Washington
$464K -$10.2K -60 -2%
RAM
1123
Redmond Asset Management
Virginia
$462K
GI
1124
Gradient Investments
Minnesota
$462K +$24.2K +142 +6%
SWA
1125
SFMG Wealth Advisors
Texas
$462K +$154K +904 +53%