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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1001
Samalin Investment Counsel
New York
$39K +$36.6K +132 New
TFO
1002
Tarbox Family Office
California
$36K +$4.72K +17 +16%
CCM
1003
Covington Capital Management
California
$36K +$11.7K +42 +54%
First Manhattan
1004
First Manhattan
New York
$35K -$14.2K -51 -30%
KTC
1005
Kistler-Tiffany Companies
Pennsylvania
$35K +$9.71K +35 +42%
SSB
1006
Sandy Spring Bank
Maryland
$34K -$13.9K -50 -30%
CBT
1007
Capital Bank & Trust
California
$34K -$2.77K -10 -8%
HFM
1008
Hartford Financial Management
Connecticut
$34K – – –
SNT
1009
Security National Trust
West Virginia
$34K – – –
EI
1010
Ellevest Inc
New York
$34K +$30.8K +111 +2,220%
SC
1011
Solstein Capital
California
$34K +$31.9K +115 New
WPA
1012
West Paces Advisors
Georgia
$33.2K -$277 -1 -0.9%
TFS
1013
TrustCore Financial Services
Tennessee
$33K – – –
KPW
1014
Kore Private Wealth
New York
$33K +$30.5K +110 New
AIM
1015
Anchor Investment Management
South Carolina
$32.6K – – –
SLF
1016
Sun Life Financial
Ontario, Canada
$32K -$11.9K -43 -28%
DAM
1017
Delta Asset Management
Tennessee
$32K – – –
BCM
1018
Bourgeon Capital Management
Connecticut
$31K -$6.94K -25 -19%
CLOS
1019
Compagnie Lombard Odier SCmA
Switzerland
$30K -$85.2K -307 -75%
EARNEST Partners
1020
EARNEST Partners
Georgia
$30K – – –
HI
1021
Hudock Inc
Pennsylvania
$29K – – –
SIC
1022
Salem Investment Counselors
North Carolina
$29K +$26.9K +97 New
TI
1023
tru Independence
Oregon
$28K +$25K +90 New
BWA
1024
BDO Wealth Advisors
Florida
$27K -$2.77K -10 -10%
RMC
1025
Resources Management Corp
Connecticut
$25K -$16.6K -60 -41%