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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1001
Personal CFO Solutions
New Jersey
$605K +$20.3K +72 +3%
RS
1002
R Squared
Hong Kong
$598K +$634K +2,248 New
DTC
1003
Davidson Trust Company
Washington
$595K -$122K -433 -16%
DWA
1004
Douglass Winthrop Advisors
New York
$595K +$17.5K +62 +3%
BAAM
1005
Baker Avenue Asset Management
California
$594K +$51.1K +181 +9%
AT
1006
Adelphi Trust
Florida
$594K +$58.1K +206 +10%
JSW
1007
Journey Strategic Wealth
New Jersey
$586K +$63.5K +225 +11%
CIA
1008
Capital Investment Advisors
Georgia
$585K +$7.62K +27 +1%
TCBWMS
1009
Texas Capital Bank Wealth Management Services
Texas
$585K -$402K -1,424 -39%
CIC
1010
Crawford Investment Counsel
Georgia
$584K -$45.7K -162 -7%
LJHT
1011
Laurie J. Hall Trustee
$584K
DCM
1012
Davis Capital Management
Florida
$584K +$1.13K +4 +0.2%
RAM
1013
RWC Asset Management
United Kingdom
$584K
CPA
1014
Capital Performance Advisors
California
$579K +$33.3K +118 +6%
ISWM
1015
Intesa Sanpaolo Wealth Management
$576K -$104K -368 -15%
FIB
1016
First Interstate Bank
Montana
$574K -$4.52K -16 -0.7%
RWP
1017
RWA Wealth Partners
Massachusetts
$572K +$30.2K +107 +5%
BC
1018
BDFS Capital
Delaware
$572K +$50.8K +180 +9%
WPW
1019
Winthrop Partners - WNY
New York
$572K -$9.03K -32 -1%
GXJ
1020
Global X Japan
Japan
$571K +$15.8K +56 +3%
AF
1021
Arrow Financial
New York
$570K -$79K -280 -12%
TSMHT
1022
Thurston Springer Miller Herd & Titak
Indiana
$564K -$127K -449 -17%
CC
1023
Courier Capital
New York
$564K +$2.26K +8 +0.4%
FWCM
1024
Ferguson Wellman Capital Management
Oregon
$563K +$4.23K +15 +0.7%
ACP
1025
Aviance Capital Partners
Florida
$560K -$4.23K -15 -0.7%