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Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
501
Beacon Investment Advisory Services
New Jersey
$410K +$113K +1,000 +40%
W
502
Wealthfront
California
$408K +$27.5K +243 +7%
WIS
503
Wright Investors Service
Connecticut
$403K +$40.4K +357 +12%
Luther King Capital Management (LKCM)
504
Luther King Capital Management (LKCM)
Texas
$392K +$379K +3,352 New
First Manhattan
505
First Manhattan
New York
$390K +$274K +2,425 +264%
CCG
506
Cypress Capital Group
Florida
$380K
CTC
507
Central Trust Company
Missouri
$379K +$8.83K +78 +2%
HH
508
Hilltop Holdings
Texas
$374K -$226 -2 -0.1%
SCM
509
Shelton Capital Management
Colorado
$369K +$37.3K +330 +12%
WJA
510
Williams Jones & Associates
New York
$367K
UR
511
USCA RIA
Texas
$367K +$29.5K +261 +9%
AB
512
Atlas Brown
Kentucky
$367K +$385K +3,399 New
FFSOTS
513
Fiduciary Financial Services of The Southwest
Texas
$358K
LMIM
514
Lockheed Martin Investment Management
Maryland
$351K
MBT
515
Montecito Bank & Trust
California
$347K +$336K +2,967 New
MRCM
516
M&R Capital Management
New Jersey
$339K +$90.5K +800 +38%
BUB
517
BBVA USA Bancshares
Texas
$334K +$324K +2,863 New
RWA
518
Ropes Wealth Advisors
Massachusetts
$332K +$2.04K +18 +0.6%
Creative Planning
519
Creative Planning
Kansas
$324K +$27.7K +245 +10%
CONA
520
Capital One National Association
New York
$319K -$13K -115 -4%
PCM
521
Parsons Capital Management
Rhode Island
$318K +$7.92K +70 +3%
DWA
522
Dorsey Wright & Associates
California
$307K +$298K +2,630 New
SAM
523
Silvercrest Asset Management
New York
$303K -$19.7K -174 -6%
AI
524
Atria Investments
North Carolina
$299K +$76.8K +679 +33%
GCC
525
Guardian Capital (Canada)
Ontario, Canada
$297K