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Name Holding Trade Value Shares
Change
Change in
Stake
PG
701
Pendal Group
Australia
$566K -$4.03K -22 -0.8%
RG
702
Rikoon Group
New Mexico
$565K
FLPIM
703
F.L. Putnam Investment Management
Massachusetts
$564K +$39.8K +217 +9%
RIM
704
Regent Investment Management
Kentucky
$563K -$18.3K -100 -4%
MBTD
705
Mechanics Bank - Trust Department
California
$560K -$22.2K -121 -4%
ESB
706
Essex Savings Bank
Connecticut
$560K -$7.88K -43 -2%
DBG
707
De Burlo Group
Massachusetts
$560K +$1.65K +9 +0.3%
FMT
708
First Mercantile Trust
Tennessee
$560K +$502K +2,738 New
PWAG
709
Polaris Wealth Advisory Group
California
$550K +$478K +2,607 New
VFA
710
Voya Financial Advisors
Connecticut
$546K -$8.25K -45 -2%
SC
711
Savant Capital
Illinois
$545K +$1.1K +6 +0.2%
MGIA
712
Moneta Group Investment Advisors
Missouri
$542K -$54.1K -295 -10%
ACI
713
Alpha Cubed Investments
California
$535K +$67.8K +370 +16%
EWM
714
Evercore Wealth Management
New York
$534K
GRP
715
Global Retirement Partners
California
$530K +$7.15K +39 +2%
CF
716
Centaurus Financial
California
$530K +$475K +2,593 New
CA
717
Cetera Advisors
Colorado
$520K -$6.05K -33 -1%
KIA
718
KCM Investment Advisors
California
$516K +$35.6K +194 +8%
TCOT
719
Trust Company of Toledo
Ohio
$515K -$7.7K -42 -2%
BMC
720
Beaton Management Company
Massachusetts
$512K
CPA
721
Capital Planning Advisors
California
$511K
FL
722
Fort LP
Maryland
$506K -$776K -4,231 -63%
SCP
723
Stamos Capital Partners
California
$502K -$283K -1,545 -39%
RT
724
Rockland Trust
Massachusetts
$502K +$39.4K +215 +10%
VHAM
725
Van Hulzen Asset Management
California
$502K +$450K +2,453 New