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Name Holding Trade Value Shares
Change
Change in
Stake
11A
826
10-15 Associates
New York
$546K +$128K +4,682 +30%
EWM
827
Evermay Wealth Management
Virginia
$541K -$2.74K -100 -0.5%
EWM
828
Evercore Wealth Management
New York
$537K -$54.2K -1,978 -9%
WA
829
WBH Advisory
Maryland
$537K +$19.2K +700 +4%
SI
830
SII Investments
Wisconsin
$536K +$53.3K +1,946 +11%
OPCM
831
Osborne Partners Capital Management
California
$535K +$16.4K +600 +3%
NSAM
832
North Star Asset Management
Wisconsin
$534K
RMC
833
Regis Management Company
California
$533K +$1.04K +38 +0.2%
WC
834
Woodstock Corp
Massachusetts
$533K +$15.4K +562 +3%
MCC
835
Mid Continent Capital
Illinois
$532K -$13.7K -500 -2%
CB
836
Chemical Bank
Michigan
$528K -$830K -30,282 -61%
TWA
837
TCI Wealth Advisors
Arizona
$528K +$7.07K +258 +1%
NL
838
NWAM LLC
Washington
$520K -$1.92K -70 -0.4%
HVIA
839
Hudson Valley Investment Advisors
New York
$519K +$21.1K +772 +4%
PWM
840
ParenteBeard Wealth Management
Pennsylvania
$516K
ST
841
Smithfield Trust
Pennsylvania
$513K -$122K -4,462 -19%
IC
842
IKOS CIF
Cyprus
$509K +$516K +18,842 New
MVIP
843
Mar Vista Investment Partners
California
$505K
ICOA
844
Investment Centers of America
North Dakota
$503K +$147K +5,384 +40%
CONA
845
Capital One National Association
New York
$501K
NVIM
846
New Vernon Investment Management
Illinois
$495K +$504K +18,400 New
EA
847
Elm Advisors
California
$492K -$22.1K -806 -4%
SOADOR
848
State of Alaska Department of Revenue
Alaska
$491K +$501K +18,280 New
RHBC
849
R.H. Bluestein & Co
Michigan
$489K +$29.7K +1,086 +6%
CLOS
850
Compagnie Lombard Odier SCmA
Switzerland
$488K -$19.6K -716 -4%