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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1251
Joel Isaacson & Co
New York
$843K -$5.01K -113 -0.6%
GH
1252
GAM Holding
Switzerland
$839K -$1.19M -26,876 -59%
W
1253
WealthStone
Ohio
$837K -$133 -3 -0%
RMCM
1254
Reynders McVeigh Capital Management
Massachusetts
$835K +$95K +2,144 +13%
CT
1255
Chicago Trust
Illinois
$834K +$93.6K +2,113 +13%
CIAS
1256
Capital Investment Advisory Services
North Carolina
$833K -$35.4K -800 -4%
MSFP
1257
Mark Sheptoff Financial Planning
Connecticut
$833K +$25.5K +575 +3%
WP
1258
WMS Partners
Maryland
$831K +$293K +6,624 +56%
DW
1259
Domani Wealth
Pennsylvania
$827K +$20.3K +459 +3%
SFP
1260
Shepherd Financial Partners
Massachusetts
$826K -$5.41K -122 -0.7%
GWS
1261
Glassman Wealth Services
Virginia
$813K +$8.42K +190 +1%
TNBTD
1262
Trustmark National Bank Trust Department
Mississippi
$811K – – –
EHC
1263
Everett Harris & Co
California
$802K -$17.7K -400 -2%
GWCM
1264
Godshalk Welsh Capital Management
Pennsylvania
$802K – – –
MHC
1265
Meyer Handelman Company
New York
$802K +$88.6K +2,000 +13%
DBT
1266
Dubuque Bank & Trust
Iowa
$795K +$91.5K +2,065 +13%
GW
1267
GW & Wade
Massachusetts
$792K +$264K +5,957 +51%
KCM
1268
Kornitzer Capital Management
Kansas
$790K +$222 +5 +0%
AL
1269
Arnhold LLC
New York
$789K -$554K -12,500 -42%
LWS
1270
Lucia Wealth Services
California
$788K -$20.7K -468 -3%
SA
1271
Strategic Advisors
New York
$784K -$133 -3 -0%
CLOS
1272
Compagnie Lombard Odier SCmA
Switzerland
$781K -$133K -3,000 -15%
WPA
1273
Winning Points Advisors
Florida
$776K – – –
CSIC
1274
Clifford Swan Investment Counsel
California
$775K – – –
VCM
1275
Violich Capital Management
California
$774K -$71.2K -1,608 -9%