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Name Holding Trade Value Shares
Change
Change in
Stake
EI
701
Ethic Inc
New York
$576K +$516K +2,817 New
BWM
702
BerganKDV Wealth Management
Minnesota
$575K -$26.2K -143 -5%
GIA
703
Gargoyle Investment Advisor
New Jersey
$569K – – –
TCOO
704
Trust Company of Oklahoma
Oklahoma
$568K -$30.3K -165 -6%
PG
705
Pendal Group
Australia
$566K -$4.03K -22 -0.8%
RG
706
Rikoon Group
New Mexico
$565K – – –
FLPIM
707
F.L. Putnam Investment Management
Massachusetts
$564K +$39.8K +217 +9%
RIM
708
Regent Investment Management
Kentucky
$563K -$18.3K -100 -4%
MBTD
709
Mechanics Bank - Trust Department
California
$560K -$22.2K -121 -4%
ESB
710
Essex Savings Bank
Connecticut
$560K -$7.88K -43 -2%
DBG
711
De Burlo Group
Massachusetts
$560K +$1.65K +9 +0.3%
FMT
712
First Mercantile Trust
Tennessee
$560K +$502K +2,738 New
PWAG
713
Polaris Wealth Advisory Group
California
$550K +$478K +2,607 New
VFA
714
Voya Financial Advisors
Connecticut
$546K -$8.25K -45 -2%
SC
715
Savant Capital
Illinois
$545K +$1.1K +6 +0.2%
MGIA
716
Moneta Group Investment Advisors
Missouri
$542K -$54.1K -295 -10%
ACI
717
Alpha Cubed Investments
California
$535K +$67.8K +370 +16%
EWM
718
Evercore Wealth Management
New York
$534K – – –
GRP
719
Global Retirement Partners
California
$530K +$7.15K +39 +2%
CF
720
Centaurus Financial
California
$530K +$475K +2,593 New
CA
721
Cetera Advisors
Colorado
$520K -$6.05K -33 -1%
KIA
722
KCM Investment Advisors
California
$516K +$35.6K +194 +8%
TCOT
723
Trust Company of Toledo
Ohio
$515K -$7.7K -42 -2%
BMC
724
Beaton Management Company
Massachusetts
$512K – – –
CPA
725
Capital Planning Advisors
California
$511K – – –