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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
351
Proficio Capital Partners
Massachusetts
$1.29M -$28.1K -145 -2%
EP
352
Eudaimonia Partners
Tennessee
$1.27M +$36K +186 +3%
SFFS
353
Stonehage Fleming Financial Services
Jersey
$1.27M +$833K +4,300 +187%
IWC
354
Integrated Wealth Concepts
Massachusetts
$1.26M +$348K +1,796 +38%
RC
355
Roundview Capital
New Jersey
$1.26M +$90.5K +467 +8%
Chevy Chase Trust
356
Chevy Chase Trust
Maryland
$1.26M -$48.8K -252 -4%
AWP
357
Accretive Wealth Partners
New Jersey
$1.25M +$53.5K +276 +4%
JIC
358
Joel Isaacson & Co
New York
$1.24M
PFO
359
Pathstone Family Office
New Jersey
$1.23M +$745K +3,844 +156%
DBRC
360
D.B. Root & Company
Pennsylvania
$1.21M -$12.6K -65 -1%
AWM
361
Aberdeen Wealth Management
Illinois
$1.21M -$73.8K -381 -6%
FFWA
362
FRG Family Wealth Advisors
Washington
$1.2M
PA
363
Probity Advisors
Texas
$1.2M -$4.84K -25 -0.4%
RPC
364
Rossmore Private Capital
Connecticut
$1.19M +$14.5K +75 +1%
SWP
365
Stratos Wealth Partners
Ohio
$1.18M +$29.6K +153 +3%
MA
366
MUFG Americas
New York
$1.18M +$120K +619 +11%
SW
367
SVB Wealth
Massachusetts
$1.18M +$127K +657 +12%
HFM
368
Hartford Financial Management
Connecticut
$1.16M
CFB
369
Cullen/Frost Bankers
Texas
$1.15M -$24.6K -127 -2%
WA
370
Wambolt & Associates
Colorado
$1.15M +$184K +948 +19%
AFM
371
Abbot Financial Management
Massachusetts
$1.13M
SCI
372
Stableford Capital II
Arizona
$1.12M -$21.7K -112 -2%
MAFM
373
Mid Atlantic Financial Management
Pennsylvania
$1.12M -$24.6K -127 -2%
ODCM
374
Old Dominion Capital Management
Virginia
$1.1M +$39.5K +204 +4%
MLL
375
Moody Lynn & Lieberson
Massachusetts
$1.1M -$10.1K -52 -0.9%