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Name Holding Trade Value Shares
Change
Change in
Stake
WT
501
Whittier Trust
California
$999K
FG
502
Fiduciary Group
Georgia
$991K
PGA
503
Portland Global Advisors
Maine
$989K
WIS
504
Wright Investors Service
Connecticut
$981K
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$979K +$25.6K +138 +3%
ECM
506
ETrade Capital Management
Virginia
$977K +$59K +318 +7%
ACM
507
Argent Capital Management
Missouri
$971K +$72.9K +393 +9%
TIA
508
Trust Investment Advisors
Indiana
$964K
AGA
509
Accuvest Global Advisors
Utah
$963K +$858K +4,626 New
KRSITF
510
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$957K +$2.78K +15 +0.3%
SI
511
Stephens Inc
Arkansas
$956K +$851K +4,589 New
FI
512
FormulaFolio Investments
Michigan
$952K -$15.6K -84 -2%
HR
513
Howe & Rusling
New York
$942K
BAS
514
Brown Advisory Securities
Maryland
$940K -$2.04K -11 -0.2%
CNBT
515
Canandaigua National Bank & Trust
New York
$930K -$12.4K -67 -1%
AIP
516
Ameritas Investment Partners
Nebraska
$925K -$36K -194 -4%
IRF
517
IBM Retirement Fund
New York
$924K -$124K -668 -13%
BWM
518
BerganKDV Wealth Management
Minnesota
$919K +$760K +4,100 +1,314%
IIM
519
Ipswich Investment Management
Massachusetts
$917K +$816K +4,403 New
GAMA
520
Graticule Asia Macro Advisors
New York
$916K +$816K +4,400 New
RCM
521
Radnor Capital Management
Pennsylvania
$915K
AWM
522
Aries Wealth Management
Maine
$906K
REMPR
523
Roof Eidam Maycock Peralta (REMP)
California
$897K
MMG
524
Monetary Management Group
Missouri
$885K +$269K +1,450 +52%
HAG
525
HighPoint Advisor Group
Illinois
$876K +$778K +4,196 New