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Name Holding Trade Value Shares
Change
Change in
Stake
DLA
976
Douglas Lane & Associates
New York
$525K -$8.76K -31 -2%
PAM
977
Peak Asset Management
Colorado
$522K +$535K +1,895 New
EDRH
978
Edmond de Rothschild Holding
Switzerland
$520K +$513K +1,817 +2,559%
BTWM
979
Baker Tilly Wealth Management
Wisconsin
$517K +$33.6K +119 +7%
PWM
980
Palumbo Wealth Management
New York
$514K -$8.47K -30 -2%
GC
981
Gilbert & Cook
Iowa
$513K +$6.5K +23 +1%
SBFM
982
S-Bank Fund Management
Finland
$513K +$525K +1,860 New
WSCM
983
Wellington Shields Capital Management
New York
$509K
PI
984
PFG Investments
New York
$507K -$2.54K -9 -0.5%
NSIM
985
North Star Investment Management
Illinois
$505K +$1.7K +6 +0.3%
SHFA
986
SS&H Financial Advisors
Michigan
$505K +$518K +1,832 New
WBC
987
Westpac Banking Corp
Australia
$504K -$607K -2,150 -54%
WAM
988
Watershed Asset Management
California
$503K +$46.3K +164 +10%
KP
989
Keel Point
Alabama
$502K +$209K +741 +69%
TPCW
990
TD Private Client Wealth
New York
$500K +$15.3K +54 +3%
CHC
991
City Holding Co
West Virginia
$499K -$14.1K -50 -3%
KCP
992
Kera Capital Partners
California
$498K -$3.39K -12 -0.7%
PCMI
993
Paradigm Capital Management Inc
New York
$496K
PWM
994
Paulson Wealth Management
Illinois
$495K
C
995
Certuity
Florida
$492K +$37.6K +133 +8%
First Manhattan
996
First Manhattan
New York
$492K +$11.3K +40 +2%
CWS
997
Confluence Wealth Services
Pennsylvania
$492K +$52.3K +185 +12%
TC
998
TownSquare Capital
Utah
$490K +$38.7K +137 +8%
VA
999
VestGen Advisors
Illinois
$490K -$136K -482 -21%
PTC
1000
Private Trust Company
Ohio
$490K +$20.9K +74 +4%