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Name Holding Trade Value Shares
Change
Change in
Stake
HTC
601
Haverford Trust Company
Pennsylvania
$838K +$16.1K +127 +2%
ZAM
602
Zevin Asset Management
Massachusetts
$837K +$19.9K +157 +2%
FCH
603
Freestone Capital Holdings
Washington
$835K -$22.8K -180 -3%
MCM
604
Monarch Capital Management
Indiana
$833K
CCP
605
Corient Capital Partners
California
$827K +$835K +6,584 New
MC
606
Moors & Cabot
Massachusetts
$821K
ASN
607
Advisory Services Network
Georgia
$813K +$213K +1,680 +35%
AW
608
ACG Wealth
Georgia
$812K -$45.6K -359 -5%
NGA
609
Naples Global Advisors
Florida
$812K
UR
610
USCA RIA
Texas
$812K +$67.3K +530 +9%
LNB
611
Ledyard National Bank
$811K -$26.6K -210 -3%
LC
612
Lincoln Capital
Nebraska
$807K -$51.1K -403 -6%
DHFB
613
Dixon Hubard Feinour & Brown
Virginia
$796K +$171K +1,350 +27%
CAM
614
Cidel Asset Management
Ontario, Canada
$795K -$74.2K -585 -8%
MA
615
MCF Advisors
Kentucky
$791K +$708K +5,580 +782%
ATIA
616
American Trust Investment Advisors
New Hampshire
$790K
HFS
617
HL Financial Services
Kentucky
$779K -$567K -4,471 -42%
FPA
618
Fieldpoint Private Advisors
New York
$770K
PP
619
Patten & Patten
Tennessee
$766K +$774K +6,096 New
RCA
620
Rowland Carmichael Advisors
Arizona
$757K +$57.6K +454 +8%
SAIG
621
Semper Augustus Investments Group
Colorado
$756K
AI
622
Atria Investments
North Carolina
$742K +$494K +3,897 +194%
FG
623
Fiduciary Group
Georgia
$740K -$5.71K -45 -0.8%
SS
624
Simplicity Solutions
Minnesota
$738K +$53.2K +419 +8%
HL
625
HeadInvest LLC
Maine
$732K +$221K +1,744 +42%