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Name Holding Trade Value Shares
Change
Change in
Stake
FTI
1201
Fiduciary Trust International
Massachusetts
$272K -$136K -4,100 -33%
LC
1202
Lourd Capital
California
$268K -$21.5K -646 -7%
DWM
1203
Destination Wealth Management
California
$267K -$13.6K -410 -5%
SWM
1204
SVA Wealth Management
Wisconsin
$265K -$37.3K -1,122 -12%
HHGA
1205
Halbert Hargrove Global Advisors
California
$264K -$46.1K -1,384 -15%
CS
1206
Comerica Securities
Michigan
$262K -$8.19K -246 -3%
QAM
1207
QCI Asset Management
New York
$262K
NYLT
1208
New York Life Trust
New York
$260K -$10.3K -308 -4%
FSA
1209
Franklin Street Advisors
North Carolina
$260K
PL
1210
Parthenon LLC
Kentucky
$259K
CGL
1211
Clarius Group LLC
Washington
$257K -$11.4K -342 -4%
TCOT
1212
Trust Company of Toledo
Ohio
$257K
GAM
1213
Gemmer Asset Management
California
$257K +$5.72K +172 +2%
CFP
1214
Cornerstone Financial Partners
North Carolina
$255K +$5.53K +166 +2%
SSWM
1215
Smith Salley Wealth Management
North Carolina
$254K -$17.4K -522 -6%
FUBT
1216
First United Bank & Trust
Maryland
$254K +$255K +7,660 New
PRS
1217
Pinkerton Retirement Specialists
Idaho
$252K -$12.4K -372 -5%
BB
1218
Busey Bank
Illinois
$251K +$28.6K +860 +13%
PMG
1219
ProVise Management Group
Florida
$249K
BMC
1220
Benin Management Corp
Connecticut
$249K +$333 +10 +0.1%
BB
1221
Bell Bank
North Dakota
$245K -$15.3K -460 -6%
AW
1222
ACG Wealth
Georgia
$245K -$8.59K -258 -3%
BAM
1223
Barrett Asset Management
New York
$244K
WP
1224
WMS Partners
Maryland
$244K
SAM
1225
SignalPoint Asset Management
Missouri
$243K +$243K +7,312 New