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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
751
MAI Capital Management
Ohio
$384K -$144K -742 -26%
FWCM
752
Ferguson Wellman Capital Management
Oregon
$379K -$1.36K -7 -0.3%
LNC
753
Lincoln National Corp
Pennsylvania
$372K -$10.3K -53 -2%
PL
754
Plancorp LLC
Missouri
$371K -$23.7K -122 -6%
CAM
755
Columbia Asset Management
Michigan
$370K
FFA
756
First Foundation Advisors
California
$368K -$9.31K -48 -2%
QIM
757
Quest Investment Management
Oregon
$366K
IAN
758
Integrated Advisors Network
Texas
$366K +$4.85K +25 +1%
FMLI
759
Fukoku Mutual Life Insurance
Japan
$366K +$19.4K +100 +5%
RPC
760
Rossmore Private Capital
Connecticut
$363K +$44.2K +228 +13%
CT
761
Caldwell Trust
Florida
$363K +$970 +5 +0.2%
BG
762
Bahl & Gaynor
Ohio
$362K -$14.5K -75 -4%
BP
763
Ballentine Partners
Massachusetts
$362K +$31.4K +162 +9%
EF
764
Empirical Finance
Pennsylvania
$362K +$150K +771 +61%
FCI
765
Financial Counselors Inc
Kansas
$361K +$776 +4 +0.2%
PTC
766
Private Trust Company
Ohio
$359K -$34.1K -176 -8%
TA
767
Tiedemann Advisors
New York
$358K -$20.2K -104 -5%
SFA
768
Souders Financial Advisors
Ohio
$358K +$392K +2,020 New
AIS
769
American Investment Services
Massachusetts
$356K -$7.18K -37 -2%
Vanguard Personalized Indexing Management
770
Vanguard Personalized Indexing Management
California
$356K +$390K +2,008 New
EGA
771
E&G Advisors
Texas
$354K -$19.4K -100 -5%
GIM
772
Grassi Investment Management
California
$354K
EDRH
773
Edmond de Rothschild Holding
Switzerland
$351K +$304K +1,567 +379%
BFEC
774
Benjamin F. Edwards & Company
Missouri
$350K -$16.9K -87 -4%
BFM
775
Boston Financial Management
Massachusetts
$350K