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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
776
Gargoyle Investment Advisor
New Jersey
$426K – – –
GT
777
Greenleaf Trust
Michigan
$425K +$179K +637 +77%
PTC
778
Private Trust Company
Ohio
$424K +$16K +57 +4%
JFA
779
JNBA Financial Advisors
Minnesota
$422K – – –
CIM
780
CIM Investment Management
Pennsylvania
$421K -$10.4K -37 -2%
CTI
781
Community Trust & Investment
Kentucky
$414K – – –
LSAG
782
Lake Street Advisors Group
New Hampshire
$411K +$24.2K +86 +6%
HIM
783
Hillsdale Investment Management
Ontario, Canada
$410K -$1.41K -5 -0.4%
NA
784
NewEdge Advisors
Louisiana
$409K -$15.5K -55 -4%
IIM
785
Intact Investment Management
Quebec, Canada
$406K – – –
MM
786
Midas Management
New York
$406K – – –
SA
787
Sicart Associates
New York
$406K – – –
DWA
788
Douglass Winthrop Advisors
New York
$404K +$21.1K +75 +6%
GIA
789
GHP Investment Advisors
Colorado
$404K +$56.2K +200 +17%
SC
790
Slow Capital
California
$403K -$31.5K -112 -7%
APA
791
American Portfolios Advisors
New York
$402K -$5.34K -19 -1%
IFAM
792
Institutional & Family Asset Management
Colorado
$401K -$230K -819 -37%
PFBT
793
Parkside Financial Bank & Trust
Missouri
$395K -$25.6K -91 -6%
CLOS
794
Compagnie Lombard Odier SCmA
Switzerland
$393K +$42.2K +150 +12%
CA
795
Cynosure Advisors
Utah
$392K – – –
WAM
796
Wolverine Asset Management
Illinois
$391K -$281K -1,000 -43%
PA
797
Parallel Advisors
California
$391K +$61.9K +220 +19%
CCM
798
Catawba Capital Management
Virginia
$387K +$7.03K +25 +2%
BS
799
Boenning & Scattergood
Pennsylvania
$386K +$374K +1,330 New
GCM
800
Gables Capital Management
Florida
$383K -$5.9K -21 -2%