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Name Holding Trade Value Shares
Change
Change in
Stake
DDPIC
1226
Deroy & Devereaux Private Investment Counsel
Michigan
$218K
LNB
1227
Ledyard National Bank
$218K
GVT
1228
Genesee Valley Trust
New York
$217K -$14.6K -280 -6%
EWM
1229
Empirical Wealth Management
Washington
$216K -$32.9K -630 -12%
CICI
1230
Capital Investment Counsel Inc
North Carolina
$216K -$10.5K -200 -4%
PJSIMP
1231
P.J. Schmidt Investment Management (PJS)
Wisconsin
$216K -$5.23K -100 -2%
ZIC
1232
ZWJ Investment Counsel
Georgia
$215K +$240K +4,593 New
PL
1233
Plancorp LLC
Missouri
$213K
SC
1234
Stratford Consulting
Texas
$213K +$2.82K +54 +1%
WSC
1235
Wellington Shields & Co
New York
$212K
AWE
1236
Avidian Wealth Enterprises
Texas
$211K +$314 +6 +0.1%
MWM
1237
Modera Wealth Management
New Jersey
$210K -$1.78K -34 -0.8%
WRM
1238
Westport Resources Management
Connecticut
$206K -$74.4K -1,424 -24%
JT
1239
Jump Trading
Illinois
$205K -$435K -8,332 -65%
EIA
1240
Edgemoor Investment Advisors
Maryland
$205K -$19.3K -370 -8%
PG
1241
Patten Group
Tennessee
$203K -$25.8K -494 -10%
PFM
1242
Parsec Financial Management
North Carolina
$201K +$225K +4,308 New
EDRS
1243
Edmond de Rothschild (Suisse)
Switzerland
$196K +$57.5K +1,100 +35%
KLWA
1244
Kelly Lawrence W & Associates
California
$187K
JWM
1245
Jacobus Wealth Management
Wisconsin
$185K -$3.66K -70 -2%
MA
1246
MCF Advisors
Kentucky
$180K -$2.67K -51 -1%
ADL
1247
Asset Dedication LLC
California
$180K +$202K +3,863 New
MAM
1248
Meeder Asset Management
Ohio
$176K -$649K -12,424 -77%
CLOS
1249
Compagnie Lombard Odier SCmA
Switzerland
$171K -$19.9K -380 -9%
EWM
1250
Endurance Wealth Management
Rhode Island
$169K +$2.09K +40 +1%