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Name Holding Trade Value Shares
Change
Change in
Stake
CG
901
Caprock Group
Idaho
$3.67M +$120K +3,714 +4%
LNWWM
902
Laird Norton Wetherby Wealth Management
California
$3.66M -$817K -25,188 -19%
NBC
903
Neuberger Berman Canada
Ontario, Canada
$3.66M +$1M +30,836 +40%
PL
904
Parkwood LLC
Ohio
$3.61M -$202K -6,232 -6%
AT
905
Arden Trust
Delaware
$3.6M +$170K +5,254 +5%
Wealth Enhancement Advisory Services
906
Wealth Enhancement Advisory Services
Minnesota
$3.59M +$3.46M +106,845 New
OPCM
907
Osborne Partners Capital Management
California
$3.56M -$224K -6,921 -6%
PSC
908
Prentiss Smith & Co
Vermont
$3.55M -$2.56M -79,019 -43%
FWM
909
Frontier Wealth Management
Missouri
$3.52M +$64.4K +1,985 +2%
BHWM
910
Bar Harbor Wealth Management
New Hampshire
$3.51M +$15.3K +471 +0.5%
LCC
911
Lincoln Capital Corp
Rhode Island
$3.51M +$54.4K +1,678 +2%
PIM
912
Progressive Investment Management
Oregon
$3.5M -$21.7K -670 -0.6%
BL
913
BFSG LLC
California
$3.49M +$3.35M +103,202 New
PIM
914
Penobscot Investment Management
Massachusetts
$3.47M +$7.2K +222 +0.2%
FHC
915
First Houston Capital
Texas
$3.46M -$162K -5,000 -5%
COI
916
Connable Office Inc
Michigan
$3.46M -$104K -3,200 -3%
TF
917
Tompkins Financial
New York
$3.46M +$50.8K +1,566 +2%
II
918
IFM Investors
Australia
$3.45M +$1.24M +38,362 +60%
CT
919
Coastline Trust
Rhode Island
$3.42M +$112K +3,456 +4%
IFAM
920
Institutional & Family Asset Management
Colorado
$3.41M +$3.27M +100,917 New
BBCM
921
Boardman Bay Capital Management
New York
$3.4M +$3.26M +100,535 New
WI
922
WBI Investments
New Jersey
$3.39M -$283K -8,716 -8%
FIM
923
Freedom Investment Management
Connecticut
$3.39M +$230K +7,105 +8%
CT
924
Clearstead Trust
Maine
$3.38M +$159K +4,904 +5%
FA
925
Fagan Associates
New York
$3.37M +$188K +5,810 +6%