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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
701
Ironwood Investment Counsel
Arizona
$740K -$8.99K -36 -1%
ANRIA
702
American National Registered Investment Advisor
Texas
$739K -$6.99K -28 -0.9%
AWM
703
Apollon Wealth Management
South Carolina
$738K +$33.7K +135 +5%
ET
704
Equitable Trust
Tennessee
$737K -$42.7K -171 -5%
TA
705
Tiedemann Advisors
New York
$731K -$121K -484 -14%
DT
706
Diversified Trust
Tennessee
$729K -$80.2K -321 -9%
TWI
707
Thomas White International
Illinois
$725K – – –
KAS
708
Kemnay Advisory Services
New York
$724K +$763K +3,053 New
ESCM
709
Echo Street Capital Management
New York
$720K +$195K +780 +35%
NG
710
Northstar Group
New York
$718K – – –
MMG
711
Monetary Management Group
Missouri
$717K – – –
BBA
712
BLB&B Advisors
Pennsylvania
$715K -$44.7K -179 -6%
CG
713
Colony Group
Massachusetts
$713K -$541K -2,166 -42%
SF
714
Summit Financial
New Jersey
$711K +$749K +3,000 New
BAS
715
Brown Advisory Securities
Maryland
$709K – – –
DSC
716
Duncker Streett & Co
Missouri
$708K – – –
DC
717
Davenport & Co
Virginia
$699K +$39.5K +158 +6%
TMAM
718
Tokio Marine Asset Management
Japan
$692K +$59.7K +239 +9%
ST
719
Somerset Trust
Pennsylvania
$690K +$250 +1 +0%
PCMI
720
Paradigm Capital Management Inc
New York
$688K – – –
SWA
721
Sutton Wealth Advisors
Florida
$688K – – –
BWM
722
BerganKDV Wealth Management
Minnesota
$682K +$25.7K +103 +4%
RPC
723
Rossmore Private Capital
Connecticut
$681K – – –
BJL
724
Brighton Jones LLC
Washington
$679K -$159K -636 -18%
QAM
725
Q3 Asset Management
Michigan
$677K +$715K +2,861 New