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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
1751
Carmichael Hill & Associates
Maryland
$207K +$8K +123 +4%
CCA
1752
Cobblestone Capital Advisors
New York
$207K +$197K +3,036 New
BMO
1753
Beck Mack & Oliver
New York
$206K +$196K +3,016 New
JIC
1754
Joel Isaacson & Co
New York
$204K -$1.02M -15,750 -84%
MG
1755
Mather Group
Illinois
$204K -$31.2K -480 -14%
IC
1756
Inverness Counsel
New York
$204K +$195K +2,993 New
CWM
1757
CCG Wealth Management
California
$202K +$193K +2,961 New
MFW
1758
Meristem Family Wealth
Minnesota
$201K -$97.6K -1,500 -34%
TIA
1759
Tiemann Investment Advisors
California
$200K +$191K +2,929 New
CWP
1760
Concord Wealth Partners
Virginia
$198K +$188K +2,896 New
HR
1761
Howe & Rusling
New York
$195K -$187K -2,879 -50%
WAM
1762
Wolverine Asset Management
Illinois
$192K -$236K -3,622 -56%
AIL
1763
AGF Investments LLC
Ontario, Canada
$186K -$1.82K -28 -1%
CBT
1764
Central Bank & Trust
Kentucky
$185K
HWA
1765
HHM Wealth Advisors
Tennessee
$185K +$13.1K +201 +8%
ZB
1766
Zions Bancorporation
Utah
$177K -$14.9K -229 -8%
O
1767
Ossiam
France
$176K -$1.77M -27,229 -91%
RIM
1768
Rockbridge Investment Management
New York
$175K +$650 +10 +0.4%
AWM
1769
Atticus Wealth Management
Florida
$174K +$260 +4 +0.2%
MIM
1770
Meridiem Investment Management
United Kingdom
$174K +$166K +2,545 New
RCG
1771
Rock Creek Group
District of Columbia
$172K -$122K -1,880 -43%
SQA
1772
Simon Quick Advisors
New Jersey
$172K -$11.3K -173 -6%
PFBT
1773
Parkside Financial Bank & Trust
Missouri
$168K +$57.7K +887 +56%
AF
1774
Allworth Financial
California
$167K +$16.6K +255 +12%
RE
1775
RBC Europe
United Kingdom
$164K