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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
351
TD Private Client Wealth
New York
$552K -$53.7K -2,851 -10%
IFG
352
Independent Financial Group
California
$545K +$146K +7,744 +41%
AWA
353
AmeriServ Wealth Advisors
Pennsylvania
$543K +$499K +26,457 New
LNWWM
354
Laird Norton Wetherby Wealth Management
California
$538K -$9.55K -507 -2%
OPCM
355
Osborne Partners Capital Management
California
$537K +$493K +26,161 New
FAB
356
First American Bank
Illinois
$532K
GAMC
357
Garner Asset Management Corp
Texas
$532K +$5.65K +300 +1%
WB
358
Webster Bank
Connecticut
$531K +$9.42K +500 +2%
TG
359
TCW Group
California
$527K
SWM
360
Sculati Wealth Management
Michigan
$526K -$44.8K -2,377 -8%
VFA
361
Voya Financial Advisors
Connecticut
$526K -$36.2K -1,923 -7%
MCM
362
Mengis Capital Management
Oregon
$523K -$4.45K -236 -0.9%
CG
363
Cutler Group
California
$519K +$477K +25,312 New
SS
364
Sunbelt Securities
Texas
$517K +$7.48K +397 +2%
WC
365
Woodstock Corp
Massachusetts
$515K -$54.3K -2,882 -10%
Brown Advisory
366
Brown Advisory
Maryland
$515K -$7.44K -395 -2%
CIAS
367
Capital Investment Advisory Services
North Carolina
$512K -$20K -1,059 -4%
NSIM
368
North Star Investment Management
Illinois
$507K -$19.2K -1,019 -4%
TNA
369
True North Advisors
Texas
$507K -$7.41K -393 -2%
GI
370
Gradient Investments
Minnesota
$504K -$42.4K -2,249 -7%
SSG
371
Summit Securities Group
New York
$503K -$20.7K -1,100 -4%
SFS
372
Sowell Financial Services
Arkansas
$502K -$2.05M -108,707 -82%
GD
373
Grandfield & Dodd
New York
$500K -$3.3K -175 -0.7%
IC
374
Investment Counsel
Michigan
$497K -$22.6K -1,200 -5%
Kayne Anderson Rudnick Investment Management
375
Kayne Anderson Rudnick Investment Management
California
$496K +$81.7K +4,333 +22%